Moreton Asset Management, LLC

Moreton Asset Management, LLC (CRD# 133417) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $582,000,000 in 64 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    582
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $9,093,750
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.

CO, ID, NV, UT, WA

Financial Advisors at Moreton Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jordan C. Hansen
CRD#: 5216490
101 South 200 East, Suite 300, Salt Lake City, UT 84111
93
Wealthminder
score

Jordan Hansen (CRD# 5216490) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.

2
Andrew J. Robbins
CRD#: 4488010
101 South 200 East, Suite 300, Salt Lake City, UT 84111
93
Wealthminder
score

Andrew Robbins (CRD# 4488010) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Salt Lake City, UT and has over 15 years of experience in the finance industry.

3
Benjamin R. Sehy
CRD#: 5487918
101 South 200 East, Suite 300, Salt Lake City, UT 84111
93
Wealthminder
score

Benjamin Sehy (CRD# 5487918) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.

4
Jason M. Williams
CRD#: 4046477
101 South 200 East, Suite 300, Salt Lake City, UT 84111
93
Wealthminder
score

Jason Williams (CRD# 4046477) 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.

5
Arvel K. Richards
CRD#: 5707313
101 South 200 East, Suite 300, Salt Lake City, UT 84111
90
Wealthminder
score

Arvel Richards (CRD# 5707313) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Salt Lake City, UT and has over 4 years of experience in the finance industry.

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