Morton Financial Advice LLC
RIASEC Registered
Total AUM
$21.5M
Discretionary
$21.5M
100% of AUM
Avg account
$141K
Accounts
153
Employees
1
Advisory reps
1
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 registered investment adviser structured as an LLC and owned by an individual. The firm focuses on serving individuals, families and small-business owners, delivering financial planning and portfolio management on an hourly or fixed-fee basis. Morton does not describe itself as an active ESG investor, does not act as a capital allocator, and is not positioned as a multi-state or pension-consulting adviser.
Assets & Accounts
Public Holdings
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations