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).

Current Firm Details
600 W. Hamilton Street, Suite 300, Allentown, PA 18101
https://www.facebook.com/mortonbrownfw/
By the Numbers
  • Total Assets Under Management
    318
    MILLION
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $417,195
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NE, NJ, PA, TX

Financial Advisors at Morton Brown Family Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kathryn Brown, financial advisor Allentown PA
Kathryn M. Brown
CRD#: 4557865
600 W. Hamilton Street, Suite 300, Allentown, PA 18101

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.

2
Cody Demmel, financial advisor Allentown PA
Cody R. Demmel
CRD#: 6341168
600 W. Hamilton Street, Suite 300, Allentown, PA 18101

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.

3
Dennis Morton, financial advisor Allentown PA
Dennis C. Morton
CRD#: 5056676
600 W. Hamilton Street, Suite 300, Allentown, PA 18101

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.

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.

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