Morningstar Investment Management LLC

Morningstar Investment Management LLC (CRD# 108031) is a financial advisory firm headquartered in Chicago, IL. They manage $56,405,784,330 in 1,147,032 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    56,406
    MILLION
  • Total Number of Accounts
    1,147,032
    ACCOUNTS
  • Average Account Value
    $49,175
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Morningstar Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul R. Dowd
CRD#: 2258730
22 West Washington Street, Chicago, IL 60602
93
Wealthminder
score

Paul Dowd (CRD# 2258730) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 24 years of experience in the finance industry.

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