MORETON CAPITAL MARKETS, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
132643
Registered since
January 7, 2005

Firm profile

FINTRX

Overview

Moreton Capital Markets, LLC is organized as a limited liability company and has been registered with the SEC since 2005. Public filings identify the owner type as a combination of a domestic entity and an individual and classify the firm as "unclassified" for the purposes of the snapshot data. The firm is not identified as a capital allocator, does not report active ESG investing, and is not listed as a multi-state adviser. Other advisor roles such as pension consultant or related adviser are also not indicated in the available profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ERIC VOS

    President and CEOCRD 2836821

Contacts

3 of 11
  • Mark Stoker

    Fixed Income Sales & TradingCRD 8200078

  • CHARI W MORETON

    CRD 8108960

  • LARRY LUNDBERG

    Vice President - Institutional Fixed Income SalesCRD 4500324

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
101 S 200 E
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth