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Morton & Jennings Asset Management Inc. (Bernardsville)


Morton & Jennings Asset Management Inc. is a large advisory firm based in Bernardsville. It manages $32.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New Jersey.

Morton & Jennings Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morton & Jennings Asset Management: assets under management

The assets under management (AUM) of Morton & Jennings Asset Management Inc. is $32.8 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 firm manages $32.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morton & Jennings Asset Management Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bernardsville

The principal office where Morton & Jennings Asset Management Inc. performs its advisory services is located at 293 Mine Brook Road, Bernardsville, NJ 07924, 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 908-204-1855 or by fax 908-204-1853. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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