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Building 2MORETON ASSET MANAGEMENT, LLC

Map pinFARMINGTON, UT
Phone801-869-4200
NotebookSEC #801-78112
Total AUM
$4.7B
Employees
5
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 N 100 E
FARMINGTON
UT 84025
United States
Operating Hours
7:AM 4:PM
Monday - Friday
Phone
801-869-4200

ReceiptFinancials

Total AUM
$4.7B
Accounts
167
Discretionary
$4.7B
Accounts
167
Non-Discretionary
$0
Accounts
0

ContactClients

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Banking Clients
18
AUM
$301.1M
Charitable Organization Clients
19
AUM
$363.2M
Government Entity Clients
103
AUM
$3.3B
Corporation or Business Clients
27
AUM
$767M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOIDMTNVUTWA

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

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