AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $0.0 |
Total | $0.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.0 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
MORNINGSTAR INVESTMENT MANAGEMENT LLC | $54.7 | 108031 | |
MORNINGSTAR INVESTMENT SERVICES LLC | $12.0 | broker-dealer | 112525 |
MORNINGSTAR WEALTH ADMINISTRATION LIMITED | $0.0 | - | |
SMART INVESTMENT MANAGEMENT LIMITED | $0.0 | - | |
MORNINGSTAR WEALTH ADMINISTRATION LIMITED | $0.0 | - | |
MORNINGSTAR KOREA LTD | $0.0 | - | |
MORNINGSTAR WEALTH INTERNATIONAL LIMITED | $0.0 | - | |
IBBOTSON ASSOCIATES JAPAN INC. | $0.0 | - | |
MORNINGSTAR INVESTMENT RESEARCH INDIA PRIVATE LIMITED | $0.0 | - | |
MORNINGSTAR ASSOCIATES INC. | $0.0 | - | |
MORNINGSTAR INVESTMENT MANAGEMENT SOUTH AFRICA (PTY) LTD | $0.0 | - | |
MORNINGSTAR INVESTMENT ADVISER SINGAPORE PTE LIMITED | $0.0 | - | |
MORNINGSTAR INVESTMENT MANAGEMENT AUSTRALIA LIMITED | $0.0 | - | |
MORNINGSTAR INVESTMENT CONSULTING FRANCE SAS | $0.0 | - | |
MORNINGSTAR INVESTMENT MANAGEMENT ASIA LIMITED | $0.0 | - | |
MORNINGSTAR INVESTMENT MANAGEMENT EUROPE LTD | $0.0 | - | |
MORNINGSTAR AUSTRALASIA PTY LIMITED | $0.0 | - | |
MORNINGSTAR WEALTH RETIREMENT SERVICES LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
7 active
Name | Title |
---|---|
MANSUETO, JOSEPH, DANIEL | SHAREHOLDER |
ROHR, DANIEL, PATRICK | HEAD OF GLOBAL EQUITY RESEARCH |
HOLT, MICHAEL, JOHN | PRESIDENT |
CHRISTENSEN, KELLY, JAMES | DIRECTOR |
KEMP, DANIEL | CHIEF RESEARCH AND INVESTMENT OFFICER |
SMITH, BRITTANY, FORTIER | INTERIM CHIEF COMPLIANCE OFFICER & SECRETARY |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $0.0 | $0.0 | 0% | 142 | 0 | 0% |
2024-04-02 | $0.0 | $0.0 | 0% | 142 | 0 | 0% |
2023-04-04 | $0.0 | $0.0 | 0% | 183 | -41 | -22% |
2022-04-01 | $0.0 | $0.0 | 0% | 174 | -32 | -18% |
2021-04-05 | $0.0 | $0.0 | 0% | 157 | -15 | -10% |
2020-04-01 | $0.0 | $0.0 | 0% | 153 | -11 | -7% |
2019-04-01 | $0.0 | $0.0 | 0% | 150 | -8 | -5% |
2018-04-02 | $0.0 | $0.0 | 0% | 139 | 3 | 2% |
2017-04-01 | $0.0 | $0.0 | 0% | 127 | 15 | 12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
IL, IL-11/14/2016 |
ADVISER ACTIVITIES |
MANAGER SELECTION |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV