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 a limited liability company that registered with the SEC in 2005. The entity is listed as owned by a domestic entity and an individual and is classified as "Unclassified" in the snapshot data. The firm is not designated as a capital allocator and does not identify as an active ESG investor. Several adviser-related flags indicate a narrow regulatory profile: it is not tracked as a multi-state adviser, not recently formed, not a pension consultant, and not recorded as a related adviser. The firm did not provide detail on its business activities, client segments, fee schedule, or advisory services in the supplied data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 11
  • Mark Stoker

    Mark Stoker

    Fixed Income Sales & TradingCRD 8200078

  • Chari W Moreton

    CRD 8108960

  • Larry Lundberg

    Larry Lundberg

    Vice President - Institutional Fixed Income SalesCRD 4500324

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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