Moreton Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
13
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. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the provided snapshot. It is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available data. Specifics about the firm's business lines, advisory services, client segments, and fee schedules were not supplied in the profile material.

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

    Eric Vos

    President and CEOCRD 2836821

Contacts

3 of 12
  • Sharon Roeske

    Sharon Roeske

    FinOpCRD 720262

  • Lynn Cornwell

    Vice PresidentCRD 1196628

  • William Lewis

    William Lewis

    Managing DirectorCRD 1912930

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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