Morton Capital Management LLC

Morton Capital Management LLC, a California Limited Liability Company, boasts a team of 35 professionals, with 18 of them taking up advisory roles. It's tough to tell how many clients Morton Capital Management LLC serves from the information available, but it is noteworthy that this firm's status with the US Securities and Exchange Commission is listed as "Approved." Plus, its registration date is July 1, 2006.

• C-II TRUST

  OWNER owns more than 5% but less than 10%

• ERIC AND LYNN SELTER FAMILY TRUST

  OWNER owns more than 10% but less than 25%

• ERIC JAY SELTER

  EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER & MANAGER owns less than 5%

• JEFFREY SARTI

  CEO & MANAGER owns less than 5%

• JENNIFER SEETOO

  TRUSTEE- THE C-II TRUST owns less than 5%

• JOSEPH ALAN SEETOO

  WEALTH ADVISOR, SENIOR VICE PRESIDENT owns less than 5%

• LYNN MARIE SELTER

  TRUSTEE - ERIC AND LYNN SELTER FAMILY TRUST owns less than 5%

• MEGHAN HILLARY PINCHUK

  CHIEF INVESTMENT OFFICER & MANAGER owns more than 25% but less than 50%

• MORTON FAMILY TRUST

  OWNER owns more than 5% but less than 10%

• ROXANNA FAYE MORTON

  TRUSTEE - MORTON FAMILY TRUST owns less than 5%

• SARA SARTI

  TRUSTEE- THE SARTI TRUST owns less than 5%

• STACEY LYNN MCKINNON

  CHIEF OPERATING OFFICER owns less than 5%

• THE SARTI TRUST

  OWNER owns more than 25% but less than 50%

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