# MORTON FINANCIAL ADVICE LLC

MORTON FINANCIAL ADVICE LLC is an SEC-registered investment adviser.

## Registration

- CRD: 293530
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/293530/brochure
- Similar advisers: https://search.stillhousedata.com/firm/293530/similar
- Related entities: https://search.stillhousedata.com/firm/293530/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/293530

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.