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| Moreton Asset Management LLC
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| |
|---|---|
| CRD # | 133417 |
| SEC # | 801-78112 |
| CIK # | |
| AUM | $3.8 BB (2024-07-23) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 801-869-4200 |
| Address | 40 N 100 E Farmington, UT 84025 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 20 | 0.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 18 | 0.4 |
| (i) State or municipal government entities | 94 | 2.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 149 | 3.8 |
| By Discretionary | ||
| Discretionary | 149 | 3.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 149 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 149 | 3.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 3.9 |
|
RFG Advisory LLC
✚
|
AL | 3.9 |
|
Clifford Swan Investment Counsel LLC
✚
|
CA | 3.8 |
|
BTC Capital Management Inc
✚
|
IA | 3.8 |
|
TFO Family Office Partners Inc
✚
|
AZ | 3.8 |
|
Hoisington Investment Management Co
✚
|
TX | 3.7 |
|
NWF Advisory Services Inc
✚
|
CA | 3.7 |
|
Western International Securities Inc
✚
|
CA | 3.7 |
|
EPG Incorporated
✚
|
MA | 3.6 |
|
Osaic Institutions Inc
✚
|
CT | 3.6 |