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MORNINGSTAR INVESTMENT MANAGEMENT LLC
CRD 108031 · SEC 801-56896
22 WEST WASHINGTON STREET, CHICAGO, IL, 60602, United States
Phone
312-696-6000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$87.82B
Discretionary AUM
$87.82B
Team
267 total employees; 52 advisory reps; 1866524 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; TECHNOLOGY LICENSING FEES, PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 512688 | $35.59B |
| High net worth individuals | 3271 | $3.98B |
| Investment companies | 3 | $6.24B |
| Pooled investment vehicles | 1 | — |
| Pension/profit sharing plans | 3 | $12.19B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD