MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

5299 Dtc Blvd., Suite 1000
Greenwood Village, Colorado 80111
Tel: 303-333-7770

About MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC, formally registered with the SEC as MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC. The firm was established in 02/24/2009. They have over 3 offices throughout the country.

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $7,728,468,201 assets under management, offering retirement planning & investment advisory services to 69 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149122
SEC#	801-69938
Assets Managed by Firm	$7,728,468,201
No. of Clients	69
No. of Advisors	51

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CSC - INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	69	$7,728,468,201
Pension and profit sharing plans	53	$7,083,796,252
Corporations or other businesses	8	$364,328,218

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PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
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