James
Morton
Doheny Asset Management, L.L.C
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About this Advisor
James Morton is a financial advisor based in Los Angeles, California, working with Doheny Asset Management, L.L.C. James has previously held positions at the University Of Southern California, UBS, Savills Studley, Appfolio, Maeya Capital, LLC, Doheny Asset Management, LLC, Doheny Asset Management, and USC. James has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, James is part of Doheny Asset Management, L.L.C, which operates out of Los Angeles, California. The firm has 3 employees and manages assets totaling $145.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Doheny Asset Management, L.L.C includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Doheny Asset Management, L.L.C Brokerage Details
$145,131,730
3
80
$1,814,147
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Morton Work History
Doheny Asset Management, LLC
Doheny Asset Management
Maeya Capital, LLC
Appfolio
Savills Studley
Usc
Ubs
University Of Southern California
Disclosures
Please visit the SEC profile of James Morton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Doheny Asset Management, L.L.C
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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