Morningstar Investment Management LLC
Morningstar Investment Management LLC (CRD# 108031) is a financial advisory firm headquartered in Chicago, IL. They manage $64,865,250,981 in 1,183,653 accounts and serve the financial needs of clients across 51 states (or territories).
Total Assets Under Management64,865MILLION
Total Number of Accounts1,183,653ACCOUNTS
Average Account Value$54,801
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Paul Dowd (CRD# 2258730) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 25 years of experience in the finance industry.