Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC (CRD# 292278) is a financial advisory firm headquartered in Allentown, PA. They manage $317,902,225 in 762 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management318MILLION
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Total Number of Accounts762ACCOUNTS
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Average Account Value$417,195
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MD, NE, NJ, PA, TX
Kathryn Brown (CRD# 4557865) is an Investment Advisor Representative working at Morton Brown Family Wealth LLC in Allentown, PA and has over 21 years of experience in the finance industry.
Cody Demmel (CRD# 6341168) is an Investment Advisor Representative working at Morton Brown Family Wealth LLC in Allentown, PA and has over 9 years of experience in the finance industry.
Dennis Morton (CRD# 5056676) is an Investment Advisor Representative working at Morton Brown Family Wealth LLC in Allentown, PA and has over 18 years of experience in the finance industry.