1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MORTON BROWN FAMILY WEALTH LLC

Map pinALLENTOWN, PA
Phone610-709-5072
NotebookSEC #801-112510
Total AUM
$483.5M
Employees
10
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 W. HAMILTON STREET
SUITE 510
ALLENTOWN
PA 18101
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
610-709-5072

ReceiptFinancials

Total AUM
$483.5M
Accounts
275
Discretionary
$483.5M
Accounts
275
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
147
AUM
$61.5M
HNW Individual Clients
125
AUM
$416.8M
Corporation or Business Clients
1
AUM
$5.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNENHNJPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account