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MORNINGSTAR INVESTMENT MANAGEMENT LLC
CHICAGO, IL
312-696-6000
SEC #801-56896Total AUM
$87.8B
Employees
267Clients
515,981Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
22 WEST WASHINGTON STREET
CHICAGO
IL 60602
United States
CHICAGO
IL 60602
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
312-696-6000
Other Offices
40
Financials
Total AUM
$87.8B
Accounts
515,981Discretionary
$87.8B
Accounts
515,981Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
512,688AUM
$35.6B
HNW Individual Clients
3,271AUM
$4B
Investment Company Clients
3AUM
$6.2B
Pooled Vehicle Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
3AUM
$12.2B
Other Clients
15AUM
$29.8B
Description of Other Clients
PLAN SERVICE PROVIDERS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TECHNOLOGY LICENSING FEES, PERCENTAGE OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 16 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.