MORALIS TECHNOLOGIES, LLC
Total AUM
$103M
Employees
13Clients
67Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
650 WASHINGTON RD
SUITE 8000
PITTSBURGH
PA 15228
United States
SUITE 8000
PITTSBURGH
PA 15228
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
833-730-3700
Financials
Total AUM
$103M
Accounts
118Discretionary
$103M
Accounts
118Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
42AUM
$11.3M
HNW Individual Clients
18AUM
$55.5M
Charitable Organization Clients
7AUM
$36.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLKSNJNYPATXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.