MORETON ASSET MANAGEMENT, LLC

40 N 100 E
Farmington, Utah 84025
Tel: 801-869-4200

About MORETON ASSET MANAGEMENT, LLC

MORETON ASSET MANAGEMENT, LLC, formally registered with the SEC as MORETON ASSET MANAGEMENT, LLC. The firm was established in 05/29/2013. They have over 1 offices throughout the country.

MORETON ASSET MANAGEMENT, LLC is a Farmington, Utah based Financial Planning firm with nearly $3,812,690,525 assets under management, offering retirement planning & investment advisory services to 149 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133417
SEC#	801-78112
Assets Managed by Firm	$3,812,690,525
No. of Clients	149
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Other (REFERRAL FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (REFERRALS TO OTHER IAR)

Firm Client Information

	No. of Clients	AUM
Firm Total	149	$3,812,690,525
Charitable organizations	18	$406,975,034
Corporations or other businesses	17	$330,831,923

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