Moreton Capital Markets, LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 132643
- Registered since
- January 7, 2005
- Website
- www.moretoncm.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Eric Vos
President and CEOCRD 2836821
Contacts
3 of 12Sharon Roeske
FinOpCRD 720262
Lynn Cornwell
Vice PresidentCRD 1196628

William Lewis
Managing DirectorCRD 1912930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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