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Building 2MORALIS TECHNOLOGIES, LLC

Map pinPITTSBURGH, PA
Phone833-730-3700
NotebookSEC #801-122490
Total AUM
$103M
Employees
13
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 WASHINGTON RD
SUITE 8000
PITTSBURGH
PA 15228
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
833-730-3700

ReceiptFinancials

Total AUM
$103M
Accounts
118
Discretionary
$103M
Accounts
118
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$11.3M
HNW Individual Clients
18
AUM
$55.5M
Charitable Organization Clients
7
AUM
$36.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKSNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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