| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew James Shibata Control | Managing Member, Chief Compliance Officer | 25-50% | 2016 |
| Peter Wing Ching Ling Control | Managing Member | 25-50% | 1999 |
| Victor Jay Huang | Partner | 5-10% | 2024 |
Morling Financial Advisors, LLC reports $755.7 million in regulatory assets under management on its Form ADV.
Morling Financial Advisors, LLC reports 19 employees.
Morling Financial Advisors, LLC is based in Fremont, CA and has been SEC-registered since 2015.
Morling Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 39355 California Street, Suite 201a, Fremont, CA 94538-1447 |
| Phone | 844-667-5464 |
| Fax | 844-667-5464 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $755.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $755.7M |