Morton Capital Management Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Morton Capital Management

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Morton Capital Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management
Address	27200 Agoura Road #200 Agoura Hills, CA 91301

Note: Revenues for privately held companies are statistical evaluations.


Morton Capital Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Morton Capital Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Morton Capital Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Morton Capital Management Annual Revenue and Growth Rate

Morton Capital Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Morton Capital Management's revenues are gauged from an analysis of company filings.

Morton Capital Management's Income Statement (based on Industry Averages)

Morton Capital Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Morton Capital Management is developing and marketing. Morton Capital Management's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MODEARN Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Online publications in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; Providing on-line newsletters in the field of financial services and wealth management	07/07/2023
MORTON WEALTH Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; arranging and conducting online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; providing online publications in the nature of online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors	10/12/2021

See all trademarks and details in the Full Report.

Market Share of Morton Capital Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Morton Capital Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Morton Capital Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
JONESTRADING INSTITUTIONAL SERVICES	Thousand Oaks, CA	100
ASSOCIATED FOREIGN EXCHANGE	Woodland Hills, CA	87
ONE CAPITAL MANAGEMENT	Westlake Village, CA	50
TAPCHECK	Tarzana, CA	36
BLAZE LIFE HOLDINGS	Sylmar, CA	26
MORTON CAPITAL MANAGEMENT	Agoura Hills, CA	23

Future Competition: Morton Capital Management's Fastest Growing Competitors

These companies are in the same general field as Morton Capital Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)