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| Happy Holidays!! thanks for using AUM13F!! |
| Morin Private Client Group LLC
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| CRD # | 154565 |
| SEC # | 801-71832 |
| CIK # | |
| AUM | $546.7 M (2025-04-04) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 833-989-2869 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 19.1 |
| (b) Individuals (high net worth individuals) | 21 | 32.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 494.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 79 | 546.7 |
| By Discretionary | ||
| Discretionary | 71 | 52.0 |
| Non-Discretionary | 8 | 494.7 |
| Total | 79 | 546.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 546.7 | |
| Total | 79 | 546.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clear Creek Wealth Management LLC
✚
|
CO | 0.5 |
|
Financial Alternatives Inc
✚
|
CA | 0.5 |
|
TRG Advisors Inc
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FL | 0.5 |
|
Butensky & Cohen Financial Security Inc
✚
|
FL | 0.5 |
|
Safe Harbor Family Capital LLC
✚
|
NC | 0.5 |
|
Whitegate Investment Counselors Inc
✚
|
NH | 0.5 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |
|
JRM Investment Counsel LLC
✚
|
0.5 | |
|
RL Evans Co Inc
✚
|
WA | 0.5 |
|
Uniting Wealth Partners LLC
✚
|
KS | 0.5 |