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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
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Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
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FIRM INFORMATION
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Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
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DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at
CC
Cathy Clay Cash
IAR
CRD#: 2812913
Location:
Santa Barbara, CA 93101
Company:
MORTON WEALTH
Disclosures:
Experience:
29 years
Daniel Brian Conklin
IAR
CRD#: 6556201
Location:
Apex, NC 27502
Company:
HUNTER STREET INVESTMENT ADVISORS LLC
Disclosures:
Experience:
10 years
Jayson Martin Thornton
PR
CRD#: 7213362
Location:
St. Louis, MO 63102
Company:
THORNTON FINANCIAL PLANNING FIRM LLC
Disclosures:
Experience:
6 years
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