Investment adviser · CRD 112525
MORNINGSTAR INVESTMENT SERVICES LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Jul 22, 2025
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 564 | Not reported | Not reported |
Filing source
Form ADV 2005155 · Jul 22, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 22, 2025. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Not reported in these imported fields
Principal office
22 WEST WASHINGTON STREETCHICAGO, IL, 60602-1605, United States
CRD 112525
Filing source
Form ADV 2005155 · Jul 22, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.