Unclaimed Profile

George Steven Leis

MORTON CAPITAL MANAGEMENT·CALABASAS, California

Clean recordMORTON CAPITAL MANAGEMENT

23945 CALABASAS ROAD, SUITE 203, CALABASAS, CA 91302CRD# 4355946Firm CRD# 141250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Steven Leis · CALABASAS, CA

Registration

CRD #4355946 · MORTON CAPITAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MORTON CAPITAL MANAGEMENT, LLC

MORTON WEALTH

AUM

$2.6B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4355946

Firm CRD# 141250

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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