Morton Clarke Fu & Metcalf Inc. is a large advisory firm based in Seattle. It manages $58.73 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Illinois, Kansas, and 4 other states.
Morton Clarke Fu & Metcalf provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Morton Clarke Fu & Metcalf Inc. is $58.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Morton Clarke Fu & Metcalf Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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. Trenton Kroeger Morton joined the executive team most recently as the Shareholder.
The principal office where Morton Clarke Fu & Metcalf 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 206-676-6234 or by fax 206-676-6282. The normal business hours are 6:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.mortonclarke.com.