Morton Brown Family Wealth LLC

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Assets, Funds, Holdings

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CAFR Data
Morton Brown Family Wealth LLC
CRD #292278
SEC #801-112510
CIK #
AUM $111.8 MM (98% Disc, 100% US)
Employees5 (40% Investors, 0% Brokers)
Phone610-709-5072
Address600 W Hamilton Street
Allentown, PA 18101
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1159269462302011201420172020
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
0.1
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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