MORTON BROWN FAMILY WEALTH LLC

MORTON BROWN FAMILY WEALTH LLC of ALLENTOWN, PA is an SEC-registered investment adviser (CRD 292278). Regulatory assets under management: $483.5M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Kathryn Marie BrownMANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER
Dennis Charles MortonMANAGING MEMBER, PARTNER, FINANCIAL ADVISOR
BROWN JANET MARIEMANAGING MEMBER, PARTNER, FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER
MORTON DENNIS CHARLESMANAGING MEMBER, PARTNER, FINANCIAL ADVISOR

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