MORTON BROWN FAMILY WEALTH LLC

ALLENTOWN, Pennsylvania·2 registered advisors·CRD# 292278
SEC# 801-1125100610-709-5072
01

Firm Overview

AUM
$318M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MORTON BROWN FAMILY WEALTH LLC

2 registered advisors
Dennis Charles Morton
ALLENTOWN, Pennsylvania
Kathryn Marie Brown
ALLENTOWN, Pennsylvania
05

Office Locations

ALLENTOWN, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. MORTON BROWN FAMILY WEALTH LLC (CRD# 292278) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.