RIA Intel›Advisers›Illinois›MORNINGSTAR INVESTMENT SERVICES LLC

MORNINGSTAR INVESTMENT SERVICES LLC

Advisory

N·CHICAGO, IL

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
-88.4%
3-Year CAGR
-52.8%
Employees
0
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5,342
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)+32.3%
Filing History
Total Filings on Record65
First FilingJun 29, 2001
Latest FilingMar 31, 2025
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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