Morton Brown Family Wealth

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Morton Brown Family Wealth — overview

Assets Under Management

Type

Family Office - Multi

Location

Allentown, PA, US

Alternative Asset Classes

-

About

Morton Brown Family Wealth is a US-based multi-family office and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, wealth management, portfolio management, retirement planning, education planning, income planning, estate planning, risk management, and insurance planning. The firm advises individuals, high-net-worth individuals, business entities, trusts, and estates.

Morton Brown Family Wealth - known decision makers (8)

Contact NamePositionLocationEmailTelephoneAsset Class
Associate Wealth AdvisorAllentown, USGEN
Client Service AssociateAllentown, USGEN
Director of Engagement & GrowthAllentown, USGEN
Director of OperationsAllentown, USGEN
Financial StrategistAllentown, USGEN

Showing 5 of 8 known decision makers Morton Brown Family Wealth

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