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Morin Private Client Group, LLC

● SEC registered since 2010CRD 154565SEC# 801-71832
Export (members)
Reg. AUM
$546.7M
Employees
3
Accounts
79
Location

Morin Private Client Group, LLC assets under management

Morin Private Client Group, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2010. It reports $546.7 million in regulatory assets under management and employs 3 people.

Morin Private Client Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Arthur Morin ControlManaging Member And Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Morin Private Client Group, LLC manage?

Morin Private Client Group, LLC reports $546.7 million in regulatory assets under management on its Form ADV.

How many employees does Morin Private Client Group, LLC have?

Morin Private Client Group, LLC reports 3 employees.

Does Morin Private Client Group, LLC disclose fund performance?

Morin Private Client Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone833-989-2869
Fax(307) 333-0233
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$52M
Non-discretionary$494.7M
Total (RAUM)$546.7M