MORTON CAPITAL MANAGEMENT, LLC

MORTON WEALTH
CALABASAS, California·19 registered advisors·CRD# 141250
SEC# 801-670250818-222-4727
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
19
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 PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at MORTON CAPITAL MANAGEMENT, LLC

19 registered advisors
Benjamin Ellsworth
CALABASAS, California
Bill Glinski
CALABASAS, California
Carol Zepke
CALABASAS, California
Christine Sontag
CALABASAS, California
Diana Louise Hadjes Pereira
CALABASAS, California
George Steven Leis
CALABASAS, California
Jason Reeves Naiman
CALABASAS, California
Jennifer Louise Seetoo
CALABASAS, California
Joseph Alan Seetoo
CALABASAS, California
Kenneth Shannon
CALABASAS, California
Lara Vacca
CALABASAS, California
Leo Peter Hamill
CALABASAS, California
Lon (nmn) Morton
CALABASAS, California
Lynn Marie Selter
CALABASAS, California
Mark K Olson
CALABASAS, California
Nathan Duda
CALABASAS, California
Noma Bruton
CALABASAS, California
Priscilla Ann Brehm
CALABASAS, California
Roxanna Faye Morton
CALABASAS, California
05

Office Locations

CALABASAS, California
19 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.