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Moreton Asset Management, LLC
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Overview Share
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Salt Lake City, Utah
$1.9 billion AUM
2 offices

Moreton Asset Management, LLC is based in Salt Lake City, Utah and has $1.9 billion in assets under management.

Location
101 South 200 East, Suite 300
Salt Lake City, UT 84111
$1.9 billion
AUM
6
Employees
AUM Share
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$1,891,915,849
Assets under management
111 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Banking or thirft institutions 17 $133,785,157 7% $7,869,715
Charitable organizations 8 $180,318,282 10% $22,539,785
State or municipal government entities 71 $1,342,812,100 71% $18,912,846
Other corporations or businesses 15 $235,000,310 12% $15,666,687
Employees Share
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6
Employees
5
Investment analysts
83% of total employees
AUM per employee Share
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$1,891,915,849
Assets under management
$315,319,308
AUM per employee
$378,383,170
AUM per investment analyst
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Compensation

Moreton Asset Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Referral fees
Services offered

Moreton Asset Management, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Referrals to other iar
Firm data Share
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CRD number 133,417
SEC number 801-78112
Legal structure Limited Liability Company
Legal governance Utah, United States
Latest ADV filing date February 06, 2020

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