| Name | Title | Ownership | Since |
|---|---|---|---|
| Brock Allan Johnson Control | Co-President, Morningstar Retirement | Under 5% | 2019 |
| Daniel Kemp Control | Chief Research And Investment Officer | Under 5% | 2023 |
| Daniel Needham Control | Co-President, Morningstar Wealth | Under 5% | 2015 |
Morningstar Investment Management LLC reports $76.6 billion in regulatory assets under management on its Form ADV.
Morningstar Investment Management LLC reports 323 employees.
Morningstar Investment Management LLC is based in Chicago, IL and has been SEC-registered since 1999.
Morningstar Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 22 West Washington Street, Chicago, IL 60602 |
| Phone | 312-696-6000 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1673385 |
| Discloses disciplinary history | No |
| Discretionary | $76.6B |
| Non-discretionary | $0 |
| Total (RAUM) | $76.6B |