Morton Clarke, Inc. is a large advisory firm based in Seattle. It manages $182.55 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Georgia, Idaho, and 8 other states.
Morton Clarke provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Morton Clarke, Inc. is $182.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Morton Clarke, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Sydenham Clarke has been acting as President since 1 Feb 1995. Patricia Lee Hurd joined the executive team most recently as the Chief Compliance Officer Brokerage, Cco Ia, Secretary.
The principal office where Morton Clarke, Inc. performs its advisory services is located at 520 Pike St, Seattle, WA 98101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-343-3040 or by fax 206-343-7557. The normal business hours are 6:00 am - 3:30 pm on Monday - Friday. You can find more information about the New York firm at www.mortonclarke.com.