$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- WaveQuantum +more
- Established Date
- 09-04-2018
- Office Locations
- 1
Office Locations
-- Harvard MA
About Morton Financial Advice LLC
Morton Financial Advice is a fee-only, flat-fee RIA serving busy working professionals and families with planning for stock options, investments, retirement, taxes, insurance, and estate considerations. The firm provides advice plus portfolio construction and ongoing management focused on asset allocation and risk management, primarily using public funds/mutual funds. Independent advisor (CFP) and custodies through Altruist.
Team overview
48 AVG AGE
$21.5M AVG AUM / ADVISOR
$244.4K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Optima
Client Personas
Delta alpha
Custodian
Alpha Element Value focus
Investment Themes
Peak timber Frontier optima Alpha capital Ember ridge
Investment Vehicles
Peak
Services
North matrix Crest foundation Optima Radial Ember matrix Prime frontier Horizon Ridge radial Beacon Optima
Technology
Capital Ember Oak vertex Focus vertex
Owner & Executives
MICHAEL W. S. MORTON
Chief Compliance Officer, Founder, Owner
- CRD
- #6920355
- Ownership
- 75% or more
(719) 976-6200
pioneer.quantum@vertexcapital.com
in linkedin.com/in/zenith-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,506,795 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,506,795 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,506,795
Public Funds:
50.2% Cash:
49.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,985,208,117 | 50.2% |
| Cash | $1,969,389,726 | 49.8% |
| Total | $3,954,597,843 | 100.0% |