Morin Private Client Group, LLC
● SEC registered since 2010CRD 154565SEC# 801-71832
Reg. AUM
$716.3M
Employees
4
Accounts
80
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 $716.3 million in regulatory assets under management and employs 4 people.
Morin Private Client Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Arthur Morin Control | Managing Member And Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Morin Private Client Group, LLC manage?
Morin Private Client Group, LLC reports $716.3 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 4 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
| Phone | 833-989-2869 |
| Fax | (307) 333-0233 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$716.3M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$716.3Mregulatory AUM
Discretionary $81.3MNon-discretionary $635M