Morton Brown Family Wealth LLC


Assets, Funds, Holdings

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Morton Brown Family Wealth LLC
CRD #292278
SEC #801-112510
AUM $111.8 MM (98% Disc, 100% US)
Employees5 (40% Investors, 0% Brokers)
Address600 W Hamilton Street
Allentown, PA 18101
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
MH & Associates Securities Management Corp
CA 0.1
Greenleaf Financial Group LLC
IN 0.1
Truenorth Financial Services LLC
WA 0.1
Objective Capital Management LLC
OH 0.1
Agave Advisors SA
Verdant LLC
AK 0.1
CCI Financial Group Inc
OH 0.1
Smallwood Wealth Investment Management LLC
NJ 0.1
Radix Financial LLC
OK 0.1
Oakmont Investment Advisors Inc
PA 0.1
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