MORLING FINANCIAL ADVISORS, LLC
CRD #111819 SEC #801-100390 FREMONT, CA 844-667-5464
SEC Registered
Total AUM
$755.7M
Discretionary
$755.7M
Employees
19
Clients
101
Accounts
1,331
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $755.7M | $755.7M | $0 | 19 | 17 |
| Mar 2024 | $607M | $607M | $0 | 17 | 16 |
| Jul 2023 | $485.6M | $485.6M | $0 | 16 | 32 |
| Mar 2023 | $485.6M | $485.6M | $0 | 16 | 32 |
| Nov 2022 | $501.4M | $501.4M | $0 | 12 | 42 |
| Jul 2022 | $501.4M | $501.4M | $0 | 12 | 42 |
| Mar 2022 | $501.4M | $501.4M | $0 | 12 | 42 |
| Feb 2022 | $359.5M | $359.5M | $0 | 9 | 33 |
| Mar 2021 | $359.5M | $359.5M | $0 | 9 | 33 |
| Jun 2020 | $272.8M | $272.8M | $0 | 9 | 58 |
| May 2020 | $272.8M | $272.8M | $0 | 9 | 58 |
| Mar 2020 | $272.8M | $272.8M | $0 | 9 | 58 |
| Sep 2019 | $212.6M | $212.6M | $0 | 8 | 0 |
| Mar 2019 | $212.6M | $212.6M | $0 | 8 | 0 |
| Mar 2018 | $199.7M | $199.7M | $0 | 7 | 0 |
| Mar 2017 | $164.1M | $164.1M | $0 | 7 | 200 |
| Jan 2017 | $133.4M | $133.4M | $0 | 7 | 200 |
| Sep 2016 | $133.4M | $133.4M | $0 | 7 | 200 |
| Apr 2016 | $133.4M | $133.4M | $0 | 7 | 200 |
| Mar 2016 | $133.4M | $133.4M | $0 | 7 | 200 |
| Jun 2015 | $116M | $116M | $0 | 6 | 200 |
DateMar 2025
Total AUM$755.7M
Discretionary$755.7M
Non-Disc.$0
Employees19
Clients17
DateMar 2024
Total AUM$607M
Discretionary$607M
Non-Disc.$0
Employees17
Clients16
DateJul 2023
Total AUM$485.6M
Discretionary$485.6M
Non-Disc.$0
Employees16
Clients32
DateMar 2023
Total AUM$485.6M
Discretionary$485.6M
Non-Disc.$0
Employees16
Clients32
DateNov 2022
Total AUM$501.4M
Discretionary$501.4M
Non-Disc.$0
Employees12
Clients42
DateJul 2022
Total AUM$501.4M
Discretionary$501.4M
Non-Disc.$0
Employees12
Clients42
DateMar 2022
Total AUM$501.4M
Discretionary$501.4M
Non-Disc.$0
Employees12
Clients42
DateFeb 2022
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees9
Clients33
DateMar 2021
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees9
Clients33
DateJun 2020
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees9
Clients58
DateMay 2020
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees9
Clients58
DateMar 2020
Total AUM$272.8M
Discretionary$272.8M
Non-Disc.$0
Employees9
Clients58
DateSep 2019
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$199.7M
Discretionary$199.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees7
Clients200
DateJan 2017
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees7
Clients200
DateSep 2016
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees7
Clients200
DateApr 2016
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees7
Clients200
DateJun 2015
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees6
Clients200