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
Michael Privett (CRD# 2494819) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 29 years of experience in the finance industry.
Kevin Rex (CRD# 6526594) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 8 years of experience in the finance industry.
Michael Rudow (CRD# 6860016) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 6 years of experience in the finance industry.
Jeffrey Sarti (CRD# 4837493) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
Joseph Seetoo (CRD# 3226747) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 24 years of experience in the finance industry.
Eric Selter (CRD# 3129445) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 25 years of experience in the finance industry.
Bruce Tyson (CRD# 1031470) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 8 years of experience in the finance industry.
Brittany Yudkowsky (CRD# 6581348) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has 1 year of experience in the finance industry.
Patrice Bening (CRD# 4716936) is an Investment Advisor Representative working at Morton Wealth in Calabasas, CA and has over 18 years of experience in the finance industry.
Michael Comrie (CRD# 6419335) is an Investment Advisor Representative working at Morton Wealth in Los Angeles, CA and has 1 year of experience in the finance industry.