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George Steven Leis

MORTON CAPITAL MANAGEMENT·CALABASAS, California
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23945 CALABASAS ROAD, SUITE 203, CALABASAS, CA 91302CRD# 4355946Firm CRD# 141250
01

About

George Steven Leis is a registered financial advisor based in CALABASAS, California, affiliated with MORTON CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MORTON CAPITAL MANAGEMENT, LLC
MORTON WEALTH
AUM
$2.6B
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at MORTON CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4355946
Firm CRD# 141250
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does George Steven Leis offer?
George Steven Leis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CALABASAS, California for a consultation.
What are George Steven Leis's credentials?
George Steven Leis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Steven Leis located?
George Steven Leis is based in CALABASAS, California, working with MORTON CAPITAL MANAGEMENT. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does George Steven Leis charge for services?
George Steven Leis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORTON CAPITAL MANAGEMENT?
MORTON CAPITAL MANAGEMENT has approximately 55 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CALABASAS
Mark Allan Porath — HEARTHSTONE INC., A CALIFORNIA CORPORATIONMorrie Wolbrum Reiff — PLANNED ASSET MANAGEMENT, LLCPaul Sueyuki Okawa — PLANNED ASSET MANAGEMENT, LLCSteven Ira Levin — AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLCChristine Sontag — MORTON CAPITAL MANAGEMENT
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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