Morningstar Investment Management is an investment advisor in Chicago with $51.92 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364317381
SEC advisor number
801-56896
FINRA CRD number
108031
AUM ?
$54.69 bn
(as of 25 Mar 24)
Accounts
236,964
(as of 25 Mar 24)
Employees
373
(83 investment advisory or research)
Address
Morningstar Investment Management
22 W WASHINGTON STREET
CHICAGO
IL 60602
22 W WASHINGTON STREET
CHICAGO
IL 60602
Phone
312-696-6168
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Apr 24