Moreton Asset Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Moreton Asset Management LLC
CRD #133417
SEC #801-78112
CIK #
AUM $1.7 BB (100% Disc, 100% US)
Employees6 (83% Investors, 83% Brokers)
Phone801-869-4200
Address101 South 200 East, Suite 300
Salt Lake City, UT 84111
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
Wealthplan Partners Inc
NE
1.7
Lotsoff Capital Management LLC
IL
1.7
Heartland Capital Management Inc
IN
1.7
Moors & Cabot Inc
MA
1.7
TA Realty LLC
MA
1.7
Real Estate Capital Partners LP
NY
1.7
Dunham & Associates Investment Counsel Inc
CA
1.7
BPS Associates Inc
MN
1.6
Heritage Wealth Advisors LLC
VA
1.6
Fiduciary Investment Advisors LLC
CT
1.6