Morton Financial Advice LLC
RIAState Registered
Total AUM
$21.5M
Discretionary
$21.5M
100% of AUM
Avg account
$141K
Accounts
153
Employees
2
Advisory reps
2
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, limited-liability registered investment adviser that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients on hourly and fixed-fee arrangements rather than percentage-based asset fees. Morton is not positioned as a capital allocator and does not self-identify as an ESG investor or a multi-state 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations