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| Morningstar Investment Services LLC
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|---|---|
| CRD # | 112525 |
| SEC # | 801-60401 |
| CIK # | 0001146203, 0001478215 |
| AUM | |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 312-696-6000 |
| Address | 22 West Washington Street Chicago, IL 60602-1605 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 564 | 0.0 |
| (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 | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001478215] | |
| 13F-NT | [0001478215] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Morningstar Investment Management LLC
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|
IL | 76.6 |
|
Morningstar Investment Services LLC
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|
IL | 0.0 |
|
Morningstar Research Services LLC
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|
IL | 0.0 |