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Charles William Morten

OMNIVEST GROUP LLC·PRINCETON, New Jersey
Clean recordOMNIVEST GROUP LLC
344 NASSAU STREET, PRINCETON, NJ 08540CRD# 1040933Firm CRD# 141057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles William Morten · PRINCETON, NJ
Registration
CRD #1040933 · OMNIVEST GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles William Morten is a registered financial advisor based in PRINCETON, New Jersey, affiliated with OMNIVEST GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
OMNIVEST GROUP LLC
OMNIVEST GROUP LLC
AUM
$108M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OMNIVEST GROUP LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1040933
Firm CRD# 141057
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles William Morten offer?
Charles William Morten specializes in Investment Management, Wealth Management. Contact their office in PRINCETON, New Jersey for a consultation.
What are Charles William Morten's credentials?
Charles William Morten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles William Morten located?
Charles William Morten is based in PRINCETON, New Jersey, working with OMNIVEST GROUP LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Charles William Morten charge for services?
Charles William Morten'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 OMNIVEST GROUP LLC?
OMNIVEST GROUP LLC has approximately 6 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OMNIVEST GROUP LLC

Gerrit F. Besselaar
PRINCETON, NJ
Thomas John Sowanick
PRINCETON, NJ

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