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| Morling Financial Advisors LLC
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|
|---|---|
| CRD # | 111819 |
| SEC # | 801-100390 |
| CIK # | 0001905198 |
| AUM | $485.6 MM (2023-03-24) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 844-667-5464 |
| Address | 39355 California Street Fremont, CA 94538-1447 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.7 | |
| COIN | 13,404.0 | 5.9 | |
| EXFY | 1,449.2 | 1.4 | |
| MSFT | 1,918,222.4 | 1.1 | |
| AMZN | 1,092,997.8 | 0.7 | |
| GOOG | 1,482,566.4 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 40.5 |
| (b) Individuals (high net worth individuals) | 95 | 436.8 |
| (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 | 3 | 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 | 5 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,061 | 485.6 |
| By Discretionary | ||
| Discretionary | 1,061 | 485.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,061 | 485.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.9 | |
| United States Persons | 466.8 | |
| Total | 1,061 | 485.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001905198] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Focus LLC
✚
|
CA | 0.5 |
|
Ridgecrest Wealth Partners LLC
✚
|
CA | 0.5 |
|
Renaissance Investment Group LLC
✚
|
MA | 0.5 |
|
Sherrill & Hutchins Financial Advisory Inc
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|
GA | 0.5 |
|
Lauterbach Financial Advisors LLC
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|
TX | 0.5 |
|
Gary Goldberg Planning Services LLC
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|
NY | 0.5 |
|
Oak Hill Wealth Advisors LLC
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|
VA | 0.5 |
|
Buckley Wealth Management LLC
✚
|
NV | 0.5 |
|
Round Rock Advisors LLC
✚
|
CT | 0.5 |
|
Beverly Hills Private Wealth LLC
✚
|
CA | 0.5 |