MR
Morton, Roxanna, Faye
CRD 1846777
Firms
No current firm registrations on file.
Ownership stakes
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Morton Capital Management, Llc
Trustee · GP / trustee / elected manager · May 2024
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Morton Capital Management, Llc
Trustee Morton Family Trust · Less than 5% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗