CRD: 124047
Morter Investment Management LLC
East Grand Rapids, MI
6164469905
$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
79 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-23-1998
- Office Locations
- 1
Office Locations
-- East Grand Rapids MI
About Morter Investment Management LLC
Morter Investment Management LLC is a East Grand Rapids-based RIA. The firm has been operating for 27 years. Managing $9.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$120.1K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Investment Vehicles
Fusion value
Owner & Executives
S
SCOTT DAVID MORTER
President
- CRD
- #2244767
- Ownership
- 75% or more
(723) 354-5868
vertex.ember@ridgecapital.com
in linkedin.com/in/beacon-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,485,450 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,485,450 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,485,450
Equity - Exchange:
39.6% Cash:
33.7% Corporate - Investment Grade:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,472,449,678 | 39.6% |
| Cash | $2,955,089,751 | 33.7% |
| Corporate - Investment Grade | $2,341,272,889 | 26.7% |
| Total | $8,768,812,318 | 100.0% |