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MORI HUSTON PARTNERS
1450 Brickell Avenue
Suite 2160
Miami, Florida 33131
Tel: 305-856-9303
About MORI HUSTON PARTNERS
MORI HUSTON PARTNERS, formally registered with the SEC as MORI HUSTON PARTNERS. The firm was established in 09/22/2009. They have over 1 offices throughout the country.
MORI HUSTON PARTNERS is a Miami, Florida based Financial Planning firm with nearly $212,823,716 assets under management, offering retirement planning & investment advisory services to 72 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151260 |
| SEC# | 801-70587 |
| Assets Managed by Firm | $212,823,716 |
| No. of Clients | 72 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REFERRAL FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CORPORATE AND ADMINISTRIVE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 72 | $212,823,716 |
| Individuals (other than high net worth individuals) | 1 | $377,246 |
| High net worth individuals | 31 | $188,196,515 |
| Pension and profit sharing plans | 1 | $3,279,478 |
| Corporations or other businesses | 1 | $1,257,194 |
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