|
⚲
|
| Morin Private Client Group LLC
✚
| |
|---|---|
| CRD # | 154565 |
| SEC # | 801-71832 |
| CIK # | |
| AUM | $604.6 MM (2024-03-22) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 833-989-2869 |
| Address | 260 W Broadway Jackson, WY 83001 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 56.1 |
| (b) Individuals (high net worth individuals) | 19 | 27.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 444.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 87 | 527.5 |
| By Discretionary | ||
| Discretionary | 80 | 83.2 |
| Non-Discretionary | 7 | 444.3 |
| Total | 87 | 527.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 527.5 | |
| Total | 87 | 527.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.6 |
|
Albitz/Miloe and Associates Inc
✚
|
CA | 0.6 |
|
TAP Consulting LLC
✚
|
MO | 0.6 |
|
Liberty Capital Management Inc
✚
|
MI | 0.6 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.6 |
|
McNamara Financial Services Inc
✚
|
MA | 0.6 |
|
Seamount Financial Group Inc
✚
|
CO | 0.6 |
|
Grand Wealth Management LLC
✚
|
MI | 0.6 |
|
Mayfair Advisory Group LLC
✚
|
AL | 0.6 |
|
FWL Investment Management LLC
✚
|
TX | 0.6 |