MORNINGSTAR INVESTMENT MANAGEMENT LLC

Tel: 312-696-6000 22 West Washington Street Chicago, Illinois 60602

About MORNINGSTAR INVESTMENT MANAGEMENT LLC

MORNINGSTAR INVESTMENT MANAGEMENT LLC is a Chicago, Illinois based financial advisory firm with nearly $54,693,200,000 in assets under management and provides investment advisory services for 236964 clients. There are currently 373 financial advisors at the firm.

General Information

Firm CRD#:

108031

Firm SEC#:

801-56896

Assets Under Management:

$54,693,200,000

No. of Clients:

236964

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

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