Morningstar Investment Management LLC

Morningstar Investment Management LLC (CRD# 108031) is a financial advisory firm headquartered in Chicago, IL. They manage $54,693,200,000 in 236,964 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
22 West Washington Street, Chicago, IL 60602
https://www.morningstar.com/company
By the Numbers
  • Total Assets Under Management
    54,693
    MILLION
  • Total Number of Accounts
    236,964
    ACCOUNTS
  • Average Account Value
    $230,808
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
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Morningstar Investment Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Peter Dugery, financial advisor Chicago IL
Peter J. Dugery
CRD#: 2740986
22 West Washington Street, Chicago, IL 60602

Peter Dugery (CRD# 2740986) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 22 years of experience in the finance industry.

2
Francis Anello, financial advisor Chicago IL
Francis A. Anello
CRD#: 4483053
22 West Washington Street, Chicago, IL 60602

Francis Anello (CRD# 4483053) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 8 years of experience in the finance industry.

3
Murray Cleaner, financial advisor Rocklin CA
Murray A. Cleaner
CRD#: 1672165
Rocklin, CA

Murray Cleaner (CRD# 1672165) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Rocklin, CA and has over 30 years of experience in the finance industry.

4
Katherine Kingsbury, financial advisor Chicago IL
Katherine Kingsbury
CRD#: 7673587
22 West Washington St, Chicago, IL 60602

Katherine Kingsbury (CRD# 7673587) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has 1 year of experience in the finance industry.

5
Hannah Ritchie, financial advisor Chicago IL
Hannah L. Ritchie
CRD#: 6353477
22 West Washington Street, Chicago, IL 60602

Hannah Ritchie (CRD# 6353477) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 9 years of experience in the finance industry.

6
Trevor Santoro, financial advisor Chicago IL
Trevor J. Santoro
CRD#: 7288515
22 West Washington Street, Chicago, IL 60602

Trevor Santoro (CRD# 7288515) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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