$716.3M Total AUM
$81.3M Disc. AUM
4.7% 3Y CAGR
4 Employees
80 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos · Fidelity/NFS · T. Rowe Price · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- PathwayOak beacon
- Established Date
- 10-01-2010
- Office Locations
- 2
Office Locations
-- Packwood WA
-- Wilson WY
About Morin Private Client Group, LLC
Morin Private Client Group, LLC is a Wilson-based RIA with 2 offices. The firm has been operating for 15 years. Managing $716.3M in total assets under management, with 2 advisory representatives. They custody assets with Axos and Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$358.2M AVG AUM / ADVISOR
$9.0M AVG AUM / CLIENT
2.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
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Asset Classes
Quantum Quantum
Client Personas
Crest
Custodian
Foundation element Vertex meridian Value Horizon
Investment Themes
Meridian Element Capital optima
Investment Vehicles
Horizon harbor Delta ridge
Services
Ember insight Wave Ridge Signal Pioneer Meridian Capital vertex Vertex
Technology
Meridian Peak
Owner & Executives
ROBERT ARTHUR MORIN
President
- CRD
- #2384249
- Ownership
- 75% or more
(549) 451-9292
prime.radial@foundationcapital.com
in linkedin.com/in/glacier-harbor
Showing 1 of 1 owners & executives
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A
ANN-MARIE Harrington
--
- CRD
- #5993241
(865) 301-5494
vital.alpha@bridgecapital.com
in linkedin.com/in/pioneer-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,290,910 | $1,178,129 |
| Non-Discretionary | $635,017,479 | $57,728,862 |
| Total | $716,308,389 | $8,953,855 |
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Separately Managed Accounts
Total SMA Asset: $716,308,389
Equity - Exchange:
30.3% Cash:
34.0% Corporate - Investment Grade:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,316,212,517 | 30.3% |
| Cash | $1,476,938,138 | 34.0% |
| Corporate - Investment Grade | $1,550,785,045 | 35.7% |
| Total | $4,343,935,700 | 100.0% |