Peter
Duan
Morton Wealth
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About this Advisor
Peter Duan is a financial advisor who works out of Agoura Hills, California who has 1 year of relevant experience. Duan currently works for Morton Wealth. Over the course of their career, they have held roles at Kbs Capital Markets Group, Cantor Commercial Real Estate, America'S Growth Capital Partners, Healthpeak and Morton Wealth. Duan maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California. Morton Wealth is a company that has its headquarters in Agoura Hills, CA. It handles $2 billion in total assets among its 3,420 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 3,420 client accounts, 58% belong to high-net-worth individuals who have greater than $1 million in investable assets. Morton Wealth offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically vary depending on the financial services provided. However, fee types billed by Morton Wealth likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morton Wealth Brokerage Details
$2,377,712,772
53
3,420
$695,238
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Peter Duan Work History
Peter has been registered as a financial advisor for 1 years.*
Morton Wealth
Healthpeak
Kbs Capital Markets Group
Cantor Commercial Real Estate
America'S Growth Capital Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Duan 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 Morton Wealth
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
Agoura Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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