RIA Intel›Advisers›MORIN PRIVATE CLIENT GROUP, LLC

MORIN PRIVATE CLIENT GROUP, LLC

Advisory

N·

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$716M
1-Year AUM Growth
-9.6%
3-Year CAGR
-4.0%
Employees
2
Assets Under Management
Total AUM$716M
Discretionary AUM$81M
Non-Discretionary AUM$635M
Discretionary %11.3%
Total Clients79
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)-33.3%
Filing History
Total Filings on Record27
First FilingSep 8, 2010
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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