Morningstar Investment Services LLC

Morningstar Investment Services LLC (CRD# 112525) is a financial advisory firm headquartered in Chicago, IL. They manage $11,970,300,000 in 59,686 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
22 West Washington Street, Chicago, IL 60602
https://mp.morningstar.com/
By the Numbers
  • Total Assets Under Management
    11,970
    MILLION
  • Total Number of Accounts
    59,686
    ACCOUNTS
  • Average Account Value
    $200,555
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 businesses (other than small businesses) or institutional clients
  • 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 Services LLC
No Advisor Found.
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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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