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Dennis Charles Morton

MORTON BROWN FAMILY WEALTH LLC·ALLENTOWN, Pennsylvania
Unclaimed Profile
600 W. HAMILTON STREET, ALLENTOWN, PA 18101CRD# 5056676Firm CRD# 292278
01

About

Dennis Charles Morton is a registered financial advisor based in ALLENTOWN, Pennsylvania, affiliated with MORTON BROWN FAMILY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MORTON BROWN FAMILY WEALTH LLC
MORTON BROWN FAMILY WEALTH LLC
AUM
$318M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MORTON BROWN FAMILY WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5056676
Firm CRD# 292278
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis Charles Morton offer?
Dennis Charles Morton specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Dennis Charles Morton's credentials?
Dennis Charles Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Charles Morton located?
Dennis Charles Morton is based in ALLENTOWN, Pennsylvania, working with MORTON BROWN FAMILY WEALTH LLC. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does Dennis Charles Morton charge for services?
Dennis Charles 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 BROWN FAMILY WEALTH LLC?
MORTON BROWN FAMILY WEALTH LLC has approximately 9 employees and manages $318M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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