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Building 2MORTON WEALTH MANAGEMENT LLC

Map pinGREENSBORO, NC
Phone336-294-8585
NotebookSEC #801-56673
Total AUM
$426.8M
Employees
9
Clients
382

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
628 GREEN VALLEY ROAD, SUITE 206
GREENSBORO
NC 27408
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
336-294-8585
Other Offices
1

ReceiptFinancials

Total AUM
$426.8M
Accounts
1,334
Discretionary
$426.8M
Accounts
1,334
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
130
AUM
$54.7M
HNW Individual Clients
251
AUM
$371.9M
Charitable Organization Clients
1
AUM
$158.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE PRODUCTS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCNHSC

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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