Terry Morton Wealth Advisors
Financial Services • 
2905 N. Halsted Street, Apt 401, United States • 1-10 Employees
Company overview
| Headquarters | 2905 N. Halsted Street, Apt 401, Chicago, IL 60657, US |
| Phone number | +13124658652 |
| Website | |
| NAICS | 52 |
| Keywords | Wills And Trusts, Fixed Income, Retirement Income Planning, Wealth Planning, Personal And Business Insurance, College Savings Planning |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Terry Morton Wealth Advisors
Terry Morton
Owner, Investment Advisor Representative
Terry Morton Wealth Advisors Email Formats
Terry Morton Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@tmortonwealthadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@tmortonwealthadvisors.com | 100% |
About Terry Morton Wealth Advisors
Terry Morton Wealth Advisors provide a holistic approach to wealth management planning. Once we fully understand your specific situation from planning for retirement to creating a child's education saving's plan, we build a plan to suit your needs. Assets fall under five broad categories: Advisory Investment Services, Cash, Alternatives, Insurance/annuities. Investment advisory services are offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Terence Morton. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions. Book a free consultation at: Book a free consultation at: https://calendly.com/tmortwealth
Terry Morton Wealth Advisors revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Terry Morton Wealth Advisors has never raised funding before.
Terry Morton Wealth Advisors Tech Stack
Discover the technologies and tools that power Terry Morton Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
CMS
Performance
Security
JavaScript libraries
Tag managers
Hosting
Analytics
Reverse proxies
Security
Miscellaneous
Appointment scheduling
JavaScript libraries
United Kingdom
Frequently asked questions
4.8
40,000 users
