MORNINGSTAR INVESTMENT MANAGEMENT LLC

22 West Washington Street
Chicago, Illinois 60602
Tel: 312-696-6000

About MORNINGSTAR INVESTMENT MANAGEMENT LLC

MORNINGSTAR INVESTMENT MANAGEMENT LLC, formally registered with the SEC as MORNINGSTAR INVESTMENT MANAGEMENT LLC. The firm was established in 10/18/1999. They have over 26 offices throughout the country.

MORNINGSTAR INVESTMENT MANAGEMENT LLC is a Chicago, Illinois based Financial Planning firm with nearly $54,693,200,000 assets under management, offering retirement planning & investment advisory services to 236964 clients. The firm is staffed with 373 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108031
SEC#	801-56896
Assets Managed by Firm	$54,693,200,000
No. of Clients	236964
No. of Advisors	373

Fee Structure

A percentage of AUM
Fixed fees
Other (TECHNOLOGY LICENSING FEES, PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	236964	$54,693,200,000
Individuals (other than high net worth individuals)	235490	$17,944,200,000
High net worth individuals	1451	$1,636,400,000
Pension and profit sharing plans	9	$9,435,700,000

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