Unclaimed Profile

George Steven Leis

MORTON CAPITAL MANAGEMENT·CALABASAS, California

SIE, Series 7Clean 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

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORTON CAPITAL MANAGEMENT, LLC

CRD 141250 · SEC 801-67025

AUM

$2.6B

Regulatory assets under management

Employees

3,523 client accounts

Services offered by MORTON CAPITAL MANAGEMENT, LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MORTON CAPITAL MANAGEMENT, LLC →

Introduction

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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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