Morton Financial Advice LLC
Morton Financial Advice LLC (CRD# 293530) is a financial advisory firm headquartered in , . They manage $8,241,555 in 94 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Morton Financial Advice LLC
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$87,676
Compensation Options
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, PA
Financial Advisors at Morton Financial Advice LLC
1
Michael Morton (CRD# 6920355) is an Investment Advisor Representative working at Morton Financial Advice LLC in Harvard, MA and has over 5 years of experience in the finance industry.
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