Morningstar Investment Services is an investment advisor in Chicago with $13.35 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Morningstar Investment Services, Inc.
SEC CIK
IRS number
344410122
SEC advisor number
801-60401
FINRA CRD number
112525
AUM ?
$11.97 bn
(as of 28 Mar 24)
Accounts
59,686
(as of 28 Mar 24)
Employees
69
(41 investment advisory or research)
Address
Morningstar Investment Services
22 WEST WASHINGTON STREET
CHICAGO
IL 60602
22 WEST WASHINGTON STREET
CHICAGO
IL 60602
Phone
(312) 696-6168
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22