Morton Brown Family Wealth Llc (Allentown)
Morton Brown Family Wealth Llc Is a Large Advisory Firm Based in Allentown. It Manages $111.78 Million of Regulatory Assets for 334 Client Accounts. It Has...
Morton Brown Family Wealth LLC is a large advisory firm based in Allentown. It manages $111.78 million of regulatory assets for 334 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Pennsylvania.
Morton Brown Family Wealth provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Morton Brown Family Wealth: assets under management
The assets under management (AUM) of Morton Brown Family Wealth LLC is $111.78 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $109.02 million in discretionary accounts and $2.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $76.68 thousand.
Investments
The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is investment and business development companies, which make up 38% of the firm’s portfolio. Investments in state and local bonds form 9% of the total invested assets.
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