Morton Financial Advice LLC
Firm details
- Headquarters
- ,
- CRD number
- 293530
- Website
- mortonfinancialadvice.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI76.5%
- Individuals23.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Morton Financial Advice LLC is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges clients on an hourly and fixed-fee basis rather than an asset-based fee schedule. According to the firm snapshot, Morton Financial Advice LLC is not flagged as an active ESG investor, is not a capital allocator, and is not identified as a multi-state adviser; the firm’s SEC registration year is not listed in the available data.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Michael Morton
FounderCRD 6920355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations