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| Morling Financial Advisors LLC
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| |
|---|---|
| CRD # | 111819 |
| SEC # | 801-100390 |
| CIK # | 0001905198 |
| AUM | $607.0 MM (2024-03-27) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 844-667-5464 |
| Address | 39355 California Street Fremont, CA 94538-1447 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| COIN | 13,404.0 | 15.9 | |
| AAPL | 2,382,844.0 | 9.3 | |
| META | 434,852.0 | 2.8 | |
| NVDA | 399,550.0 | 1.5 | |
| MSFT | 1,918,222.4 | 1.4 | |
| AMZN | 1,092,997.8 | 1.4 | |
| GOOG | 1,482,566.4 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 51.6 |
| (b) Individuals (high net worth individuals) | 221 | 538.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 1.7 |
| (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 | 11 | 15.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,430 | 607.0 |
| By Discretionary | ||
| Discretionary | 1,430 | 607.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,430 | 607.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.5 | |
| United States Persons | 583.5 | |
| Total | 1,430 | 607.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001905198] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Seneca Financial Advisors LLC
✚
|
NY | 0.6 |
|
Kingfisher Capital LLC
✚
|
NC | 0.6 |
|
Vantage Wealth Management LLC
✚
|
CA | 0.6 |
|
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 |