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MORTON CAPITAL MANAGEMENT, LLC
MORTON CAPITAL MANAGEMENT, LLC
MORTON WEALTH
CALABASAS, California
·
6 registered advisors
·
CRD# 141250
SEC# 801-67025
0
818-222-4727
01
Firm Overview
AUM
$2.6B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MORTON CAPITAL MANAGEMENT, LLC
6 registered advisors
George Steven Leis
CALABASAS, California
CRD# 4355946
Jason Reeves Naiman
CALABASAS, California
CRD# 344667
Joseph Alan Seetoo
CALABASAS, California
CRD# 3226747
Leo Peter Hamill
CALABASAS, California
CFA
CRD# 2547211
Lon (nmn) Morton
CALABASAS, California
CRD# 1846758
Priscilla Ann Brehm
CALABASAS, California
CRD# 1017559
05
Office Locations
CALABASAS, California
6 advisors
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Data sourced from SEC Form ADV filings. MORTON CAPITAL MANAGEMENT, LLC (CRD# 141250) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.