MORALIS TECHNOLOGIES, LLC

650 Washington Rd
Suite 8000
Pittsburgh, Pennsylvania 15228
Tel: 833-730-3700

About MORALIS TECHNOLOGIES, LLC

MORALIS TECHNOLOGIES, LLC, formally registered with the SEC as MORALIS TECHNOLOGIES, LLC. The firm was established in 10/13/2021. They have over 3 offices throughout the country.

MORALIS TECHNOLOGIES, LLC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $17,183,094 assets under management, offering retirement planning & investment advisory services to 92 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316221
SEC#	801-122490
Assets Managed by Firm	$17,183,094
No. of Clients	92
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	92	$17,183,094
Individuals (other than high net worth individuals)	72	$3,483,042
High net worth individuals	5	$13,211,216
Charitable organizations	Fewer than 5 clients	$488,836

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