Morton Wealth
Morton Wealth (CRD# 141250) is a financial advisory firm headquartered in Calabasas, CA. They manage $2,645,038,579 in 3,523 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management2,645MILLION
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Total Number of Accounts3,523ACCOUNTS
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Average Account Value$750,792
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, LA, MN, NC, NV, NY, OH, OR, TX, UT, WA
Priscilla Brehm (CRD# 1017559) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
Jennifer Caruso (CRD# 5236017) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 14 years of experience in the finance industry.
Cathy Cash (CRD# 2812913) is an Investment Advisor Representative working at Morton Wealth in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Hunter Daniel (CRD# 6377492) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 6 years of experience in the finance industry.
Sasan Faiz (CRD# 1964269) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 21 years of experience in the finance industry.
Christopher Galeski (CRD# 5727781) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 14 years of experience in the finance industry.
Alan Kane (CRD# 1058621) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 41 years of experience in the finance industry.
Stacey McKinnon (CRD# 6526531) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 8 years of experience in the finance industry.
Jason Naiman (CRD# 344667) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 37 years of experience in the finance industry.
Meghan Pinchuk (CRD# 5663304) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.