Moreton Asset Management, LLC

Moreton Asset Management, LLC (CRD# 133417) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $1,891,915,849 in 111 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
101 South 200 East, Suite 300, Salt Lake City, UT 84111
https://www.moretonadvisors.com
By the Numbers
  • Total Assets Under Management
    1,892
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $17,044,287
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, ID, MT, NV, TX, UT, WA, WY

Financial Advisors at Moreton Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jordan Hansen, financial advisor Salt Lake City UT
Jordan C. Hansen
CRD#: 5216490
101 South 200 East, Suite 300, Salt Lake City, UT 84111

Jordan Hansen (CRD# 5216490) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Salt Lake City, UT and has over 12 years of experience in the finance industry.

2
Andrew Robbins, financial advisor Salt Lake City UT
Andrew J. Robbins
CRD#: 4488010
101 South 200 East, Suite 300, Salt Lake City, UT 84111

Andrew Robbins (CRD# 4488010) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Salt Lake City, UT and has over 18 years of experience in the finance industry.

3
Benjamin Sehy, financial advisor Salt Lake City UT
Benjamin R. Sehy
CRD#: 5487918
101 South 200 East, Suite 300, Salt Lake City, UT 84111

Benjamin Sehy (CRD# 5487918) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Salt Lake City, UT and has over 12 years of experience in the finance industry.

4
Jason Williams, financial advisor Salt Lake City UT
Jason M. Williams
CRD#: 4046477
101 South 200 East, Suite 300, Salt Lake City, UT 84111

Jason Williams (CRD# 4046477) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Salt Lake City, UT and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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