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Kathryn Marie Brown

MORTON BROWN FAMILY WEALTH LLC·ALLENTOWN, Pennsylvania
Clean recordMORTON BROWN FAMILY WEALTH LLC
600 W. HAMILTON STREET, ALLENTOWN, PA 18101CRD# 4557865Firm CRD# 292278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Marie Brown · ALLENTOWN, PA
Registration
CRD #4557865 · MORTON BROWN FAMILY WEALTH LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathryn Marie Brown 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
Introduction

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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# 4557865
Firm CRD# 292278
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathryn Marie Brown offer?
Kathryn Marie Brown specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Kathryn Marie Brown's credentials?
Kathryn Marie Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Marie Brown located?
Kathryn Marie Brown 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 Kathryn Marie Brown charge for services?
Kathryn Marie Brown'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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Other Advisors at MORTON BROWN FAMILY WEALTH LLC

Dennis Charles Morton
ALLENTOWN, PA

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Research
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