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MORNINGSTAR INVESTMENT SERVICES LLC
22 West Washington Street
Chicago, Illinois 60602-1605
Tel: 312-696-6000
About MORNINGSTAR INVESTMENT SERVICES LLC
MORNINGSTAR INVESTMENT SERVICES LLC, formally registered with the SEC as MORNINGSTAR INVESTMENT SERVICES LLC. The firm was established in 07/09/2001. They have over 15 offices throughout the country.
MORNINGSTAR INVESTMENT SERVICES LLC is a Chicago, Illinois based Financial Planning firm with nearly $11,970,300,000 assets under management, offering retirement planning & investment advisory services to 59686 clients. The firm is staffed with 69 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112525 |
| SEC# | 801-60401 |
| Assets Managed by Firm | $11,970,300,000 |
| No. of Clients | 59686 |
| No. of Advisors | 69 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (AUA)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 59686 | $11,970,300,000 |
| Individuals (other than high net worth individuals) | 44217 | $9,127,700,000 |
| High net worth individuals | 1599 | $2,610,200,000 |
| Pension and profit sharing plans | 19 | $12,900,000 |
| Charitable organizations | 7 | $4,400,000 |
| Corporations or other businesses | 192 | $202,000,000 |
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