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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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