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MORIN PRIVATE CLIENT GROUP, LLC
CRD 154565 · SEC 801-71832
CA, United States
Phone
833-989-2869
Fax
(307) 333-0233
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$716.3M
Discretionary AUM
$81.3M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $41.5M |
| High net worth individuals | 12 | $39.8M |
| Pension/profit sharing plans | 11 | $635.0M |
States served
CA, WY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD