MORETON ASSET MANAGEMENT, LLC

MORETON ASSET MANAGEMENT, LLC of FARMINGTON, UT is an SEC-registered investment adviser (CRD 133417). Regulatory assets under management: $4.7B.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (10)

NameRoleLocation
Andrew James RobbinsCHIEF COMPLIANCE OFFICER—
Jordan Christopher HansenMANAGING MEMBER—
Jason Mark WilliamsMANAGING MEMBER—
William Roger MoretonMEMBER—
HANSEN MARK CMANAGING PARTNER—
WILLIAMS NICHOLAS MARKMANAGING MEMBER; PRESIDENT; PRESIDENT AND MANAGING PARTNER—
HANSEN BRIAN CHRISTOPHERMANAGING MEMBER—
MORETON WILLIAM RMINORITY EQUITY OWNER—
ROBBINS ANDREW JAMESCCO AND QUALIFYING OFFICER; CHIEF COMPLIANCE OFFICER; MANAGING PARTNER—
MORETON WILLIAM ROGERMEMBER—

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