Morton Capital Management, LLC is a large advisory firm based in Calabasas. It manages $1.76 billion of regulatory assets for 2,661 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.
Morton Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Morton Capital Management, LLC is $1.76 billion. The firm's AUM has grown by 33% since the beginning of its operation, and $1.92 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Morton Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Morton Capital Management is high net worth individuals with 522 clients and $1.41 billion of assets under management. Among the 10 most similar advisory firms, Morton Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.76 billion for 951 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Morton Capital Management doesn't advise any private funds.
The company employs 35 people that are either part- or full-time employees. 51 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Morton Capital Management, LLC performs its advisory services is located at 27200 Agoura Road, Suite 200, Calabasas, CA 91301, which is also the mailing address of the firm. An additional office of the firm is in Santa Barbara, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 818-222-4727 or by fax 818-222-8457. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at mortoncapital.com.