MORTON WEALTH - Financial Advisor in California, Calabasas

Tel: 818-222-4727 27200 Agoura Road Suite 200 Calabasas, California 91301

About MORTON WEALTH

MORTON WEALTH is a Calabasas, California based financial advisory firm with nearly $2,645,038,579 in assets under management and provides investment advisory services for 3523 clients. There are currently 55 financial advisors at the firm.

General Information

Firm CRD#:

141250

Firm SEC#:

801-67025

Assets Under Management:

$2,645,038,579

No. of Clients:

3523

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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