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MORTON WEALTH
Tel: 818-222-4727
27200 Agoura Road Suite 200
Calabasas, California 91301
MORTON WEALTH
MORTON WEALTH is a Calabasas, California based financial advisory firm with nearly $2,645,038,579 in assets under management and provides investment advisory services for 3523 clients. There are currently 55 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
141250
SEC#:
801-67025
No. of Clients:
3523
Assets under Management
$2,645,038,579
No. of Advisors:
55
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