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Building 2MORIN PRIVATE CLIENT GROUP, LLC

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Phone833-989-2869
NotebookSEC #801-71832
Total AUM
$716.3M
Employees
4
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
833-989-2869

ReceiptFinancials

Total AUM
$716.3M
Accounts
80
Discretionary
$81.3M
Accounts
69
Non-Discretionary
$635M
Accounts
11

ContactClients

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Individual Clients
57
AUM
$41.5M
HNW Individual Clients
12
AUM
$39.8M
Pension/Profit Sharing Plan Clients
11
AUM
$635M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CATXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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