Roxanna Faye Morton
Trustee - Morton Family TrustMorton Capital Management, LLCCRD 1846777
About Roxanna Faye Morton
Roxanna Faye Morton is listed as Trustee - Morton Family Trust at Morton Capital Management, LLC in Calabasas, CA. Form ADV reports a beneficial ownership band of Under 5%. Roxanna Faye Morton is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Morton Capital Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Roxanna Faye Morton work?
Roxanna Faye Morton is listed as Trustee - Morton Family Trust at Morton Capital Management, LLC on SEC Form ADV.
How much of Morton Capital Management, LLC does Roxanna Faye Morton own?
Form ADV reports a beneficial ownership band of Under 5%.
Morton Capital Management, LLC
| Title | Trustee - Morton Family Trust |
| Ownership | Under 5% |
| Control person | No |
| Since | 2013 |
Morton Capital Management, LLC
| Title | Trustee |
| Ownership | — |
| Control person | No |
| Since | 2013 |