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).
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Total Assets Under Management54,693MILLION
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Total Number of Accounts236,964ACCOUNTS
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Average Account Value$230,808
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
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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
Peter Dugery (CRD# 2740986) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Chicago, IL and has over 23 years of experience in the finance industry.
Francis Anello (CRD# 4483053) is an Investment Advisor Representative working at Morningstar Investment Management LLC in Medina, OH and has over 9 years of experience in the finance industry.
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.
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.
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.
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.