MORTON FINANCIAL ADVICE LLC

MORTON FINANCIAL ADVICE LLC is an SEC-registered investment adviser (CRD 293530). Regulatory assets under management: $21.5M.

Registration

• CRD: 293530
• Type: Registered investment adviser
• Phone: 978-309-9663
• Latest filing: 2026-07-31
• Regulatory AUM: $21.5M
• Discretionary AUM: $21.5M
• Clients: 1
• Accounts: 153

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search