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MORNINGSTAR INVESTMENT SERVICES LLC
Tel: 312-696-6000
22 West Washington Street Chicago, Illinois 60602-1605
MORNINGSTAR INVESTMENT SERVICES LLC
MORNINGSTAR INVESTMENT SERVICES LLC is a Chicago, Illinois based financial advisory firm with nearly $11,970,300,000 in assets under management and provides investment advisory services for 59686 clients. There are currently 69 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Other (AU
Firm CRD#:
112525
SEC#:
801-60401
No. of Clients:
59686
Assets under Management
$11,970,300,000
No. of Advisors:
69
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