Morton Brown Family Wealth LLC

RIASEC Registered
Total AUM
$483M
Discretionary
$483M
100% of AUM
Avg account
$1.8M
Accounts
275
Employees
10
Advisory reps
7

Firm details

Headquarters
Allentown, Pennsylvania
CRD number
292278
Registered since
February 23, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI86.21%
  • Individuals12.73%
  • Corporations / Businesses1.06%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Morton Brown Family Wealth LLC is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm is SEC-registered (registration year 2018) and combines portfolio management with financial planning services for individuals and small businesses. Its fee model mixes a percentage-of-AUM schedule with fixed fees, and the firm also operates an insurance brokerage practice. Morton Brown identifies as an active ESG investor and appears to integrate ESG considerations into its client solutions. It does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 3%, State & Local Bonds 2%, Cash & Cash Equivalents 1%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities3%
  • State & Local Bonds2%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 165

Active vs passive

$437M in ETFs

Passive

73%

$321M

Active

26%

$116M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US BROAD MARKET ETF (SCHB)SchwabPassiveLarge Blend$128M4,352,01229.18%

Location

Primary office

Allentown, PA

Lehigh

Location

Allentown, PA

Headquartered in Allentown, PA, in the Northeast of the United States.

Region
Northeast
County
Lehigh
Address
600 Hamilton St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth