MORTON FINANCIAL, INC.
MORTON FINANCIAL, INC. is an SEC-registered investment adviser (CRD 130760). Regulatory assets under management: $30.8M.
Registration
- CRD: 130760
- SEC file number: 801-65874
- Type: Registered investment adviser
- Phone: 312-224-1669
- Latest filing: 2008-01-31
- Regulatory AUM: $30.8M
- Discretionary AUM: $750K
- Non-discretionary AUM: $30.0M
- Clients: 1
- Accounts: 3
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| MORTON AGATA TIZIANA | VICE PRESIDENT | — |
| MORTON JONATHAN ANDREW | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
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