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Thomas More Morton

Aplomado Advisors, LLC

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About Thomas More Morton

Thomas More Morton is an Investment Advisor Representative at Aplomado Advisors, LLC. Thomas is a registered investment advisor in Texas. Thomas has a Series 65 license. Thomas has been in the industry since January 2015. Thomas is a board member of Cuda Pharmaceuticals, LLC. Thomas has experience working with pooled investment vehicles.

Firm Information

Thomas Morton is currently registered with Aplomado Advisors, LLC. Aplomado Advisors, LLC is a Registered Investment Adviser with 2 investment adviser representatives. They manage $70,798,701 in assets for 4 pooled investment vehicles. The firm offers portfolio management services for pooled investment vehicles.

$70.80M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Thomas Morton’s Registration & Firm History

TX

06/23/2021 - Present

Aplomado Advisors, LLC (Dallas TX)

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Licenses & Designations

IA

Issued 10/15/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas More Morton.
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