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Moreton Asset Management, LLC

CRD 133417SEC# 801-78112Farmington, UT
Export (members)
No longer SEC-registered. Moreton Asset Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.42B
Employees
6
Accounts
152
Location
Farmington, UT

Moreton Asset Management, LLC assets under management

Moreton Asset Management, LLC is an investment advisory firm registered with the SEC based in Farmington, UT. It reports $4.4 billion in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Moreton Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew James Robbins ControlChief Compliance Officer25-50%2012
Jason Mark Williams ControlManaging Member25-50%2012
Jordan Christopher Hansen ControlManaging Member10-25%2012

Frequently asked questions

How much does Moreton Asset Management, LLC manage?

Moreton Asset Management, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.

How many employees does Moreton Asset Management, LLC have?

Moreton Asset Management, LLC reports 6 employees.

Where is Moreton Asset Management, LLC located?

Moreton Asset Management, LLC is based in Farmington, UT.

Does Moreton Asset Management, LLC disclose fund performance?

Moreton Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 N 100 E, Farmington, UT 84025
Office hours7:a.m. 4:p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$4.42B
Non-discretionary$0
Total (RAUM)$4.42B