Morton Wealth Advisors

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Assets, Funds, Holdings

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Morton Wealth Advisors
CRD #142912
SEC #801-112638
CIK #
AUM $116.7 MM (99% Disc, 100% US)
Employees2 (100% Investors, 0% Brokers)
Phone781-263-1600
Address5 Militia Drive
Lexington, MA 02421
Source IAPDexternal Websiteexternal
Total AUM ($BB)
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