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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- QuantumPrime value
- Established Date
- 10-13-2021
- Office Locations
- 3
Office Locations
About Moralis Technologies, LLC
Moralis Technologies, LLC is a Pittsburgh-based RIA with 3 offices. The firm has been operating for 4 years. Managing $103.0M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER SEAN MCMAHON
Chief Executive Officer, Chief Investment Officer, Investment Advisor, President
- CRD
- #1637681
- Ownership
- 75% or more
MEGAN MARIE PETRUSKA
Chief Operating Officer, Chief Operations Officer
- CRD
- #5041200
- Ownership
- Less than 5%
Frontier radial
Delta legacy foundation
- CRD
- #29481
- Ownership
- 12.2%
Showing 2 of 3 owners & executives
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Jessica Chominski
--
- CRD
- #7867398
Sonny Joshua DeMasi
--
- CRD
- #8229812
Alpha focus
Timber timber
- CRD
- #64551
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,031,482 | $873,148 |
| Non-Discretionary | $0 | -- |
| Total | $103,031,482 | $873,148 |
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Separately Managed Accounts
Total SMA Asset: $103,031,482
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,819,774,826 | 33.0% |
| Public Funds | $1,919,035,271 | 34.8% |
| Cash | $1,775,659,072 | 32.2% |
| Total | $5,514,469,169 | 100.0% |