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Roxanna Faye Morton

MORTON CAPITAL MANAGEMENT, LLC·CALABASAS, California
Unclaimed Profile
27200 AGOURA ROAD, CALABASAS, CA 91301CRD# 1846777Firm CRD# 141250
01

About

Roxanna Faye Morton is a registered financial advisor based in CALABASAS, California, affiliated with MORTON CAPITAL MANAGEMENT, LLC. 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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1846777
Firm CRD# 141250
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roxanna Faye Morton offer?
Roxanna Faye Morton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CALABASAS, California for a consultation.
What are Roxanna Faye Morton's credentials?
Roxanna Faye Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roxanna Faye Morton located?
Roxanna Faye Morton is based in CALABASAS, California, working with MORTON CAPITAL MANAGEMENT, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does Roxanna Faye Morton charge for services?
Roxanna Faye Morton'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, LLC?
MORTON CAPITAL MANAGEMENT, LLC 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
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