MORNINGSTAR INVESTMENT SERVICES LLC
CRD #112525 SEC #801-60401 CHICAGO, IL 312-696-6000
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.4B | $0 | 37 | 7 |
| Mar 2025 | $1.4B | $1.4B | $0 | 37 | 7 |
| Mar 2024 | $12B | $12B | $0 | 69 | 9 |
| Nov 2023 | $10.7B | $10.7B | $0 | 31 | 10 |
| Jul 2023 | $10.7B | $10.7B | $0 | 31 | 10 |
| Mar 2023 | $10.7B | $10.7B | $0 | 31 | 10 |
| Sep 2022 | $13.4B | $13.4B | $0 | 27 | 9 |
| Jul 2022 | $13.4B | $13.4B | $0 | 27 | 9 |
| Mar 2022 | $13.4B | $13.4B | $0 | 27 | 9 |
| Jan 2022 | $12.2B | $12.2B | $0 | 27 | 15 |
| Oct 2021 | $12.2B | $12.2B | $0 | 27 | 15 |
| Aug 2021 | $12.2B | $12.2B | $0 | 27 | 15 |
| Aug 2021 | $12.2B | $12.2B | $0 | 27 | 15 |
| Jun 2021 | $12.2B | $12.2B | $0 | 27 | 15 |
| Apr 2021 | $12.2B | $12.2B | $0 | 27 | 15 |
| Mar 2021 | $12.2B | $12.2B | $0 | 27 | 15 |
| Dec 2020 | $12.2B | $12.2B | $0 | 27 | 16 |
| Jun 2020 | $12.2B | $12.2B | $0 | 27 | 16 |
| Apr 2020 | $12.2B | $12.2B | $0 | 27 | 16 |
| Mar 2020 | $12.2B | $12.2B | $0 | 27 | 16 |
| Feb 2020 | $10.6B | $10.6B | $0 | 31 | 15 |
| Sep 2019 | $10.6B | $10.6B | $0 | 31 | 15 |
| Jun 2019 | $10.6B | $10.6B | $0 | 31 | 15 |
| Apr 2019 | $10.6B | $10.6B | $0 | 31 | 15 |
| Mar 2019 | $10.6B | $10.6B | $0 | 31 | 15 |
| Mar 2019 | $10.6B | $10.6B | $0 | 31 | 15 |
| Jan 2019 | $11.1B | $11.1B | $0 | 21 | 18 |
| Nov 2018 | $11.1B | $11.1B | $0 | 21 | 18 |
| Mar 2018 | $11.1B | $11.1B | $0 | 21 | 18 |
| Jun 2017 | $8.5B | $8.5B | $0 | 21 | 43,000 |
| Apr 2017 | $8.5B | $8.5B | $0 | 21 | 43,000 |
| Mar 2017 | $8.5B | $8.5B | $0 | 21 | 43,000 |
| Jan 2017 | $6.8B | $6.8B | $0 | 51 | 36,000 |
| Jul 2016 | $6.8B | $6.8B | $0 | 51 | 36,000 |
| Jun 2016 | $6.8B | $6.8B | $0 | 51 | 36,000 |
| Mar 2016 | $6.8B | $6.8B | $0 | 51 | 36,000 |
| Mar 2016 | $6.4B | $6.4B | $0 | 55 | 32,232 |
| Jan 2016 | $6.4B | $6.4B | $0 | 55 | 32,232 |
| Apr 2015 | $6.4B | $6.4B | $0 | 55 | 32,232 |
| Apr 2015 | $6.4B | $6.4B | $0 | 55 | 32,232 |
| Mar 2015 | $6.4B | $6.4B | $0 | 55 | 32,232 |
| Mar 2014 | $5.2B | $5.2B | $0 | 50 | 26,557 |
| Jan 2014 | $3.9B | $3.9B | $0 | 50 | 22,480 |
| Sep 2013 | $3.9B | $3.9B | $0 | 50 | 22,480 |
| Apr 2013 | $3.9B | $3.9B | $0 | 50 | 22,480 |
| Dec 2012 | $3B | $3B | $0 | 47 | 18,900 |
| Mar 2012 | $3B | $3B | $0 | 11 | 18,900 |
| Jul 2011 | $2.6B | $2.6B | $0 | -- | -- |
| Jun 2011 | $2.6B | $2.6B | $0 | -- | -- |
| Mar 2011 | $2.6B | $2.6B | $0 | -- | -- |
| Mar 2007 | $1.9B | $1.9B | $0 | -- | -- |
| Mar 2006 | $1.4B | $1.4B | $0 | -- | -- |
| Mar 2002 | $0 | $0 | $0 | -- | -- |
| Jun 2001 | $0 | $0 | $0 | -- | -- |
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees37
Clients7
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees37
Clients7
DateMar 2024
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees69
Clients9
DateNov 2023
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees31
Clients10
DateJul 2023
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees31
Clients10
DateMar 2023
Total AUM$10.7B
Discretionary$10.7B
Non-Disc.$0
Employees31
Clients10
DateSep 2022
Total AUM$13.4B
Discretionary$13.4B
Non-Disc.$0
Employees27
Clients9
DateJul 2022
Total AUM$13.4B
Discretionary$13.4B
Non-Disc.$0
Employees27
Clients9
DateMar 2022
Total AUM$13.4B
Discretionary$13.4B
Non-Disc.$0
Employees27
Clients9
DateJan 2022
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients15
DateOct 2021
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients15
DateAug 2021
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients15
DateAug 2021
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients15
DateJun 2021
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients15
DateApr 2021
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients15
DateMar 2021
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients15
DateDec 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients16
DateJun 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients16
DateApr 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients16
DateMar 2020
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees27
Clients16
DateFeb 2020
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees31
Clients15
DateSep 2019
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees31
Clients15
DateJun 2019
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees31
Clients15
DateApr 2019
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees31
Clients15
DateMar 2019
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees31
Clients15
DateMar 2019
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees31
Clients15
DateJan 2019
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees21
Clients18
DateNov 2018
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees21
Clients18
DateMar 2018
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees21
Clients18
DateJun 2017
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees21
Clients43,000
DateApr 2017
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees21
Clients43,000
DateMar 2017
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees21
Clients43,000
DateJan 2017
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees51
Clients36,000
DateJul 2016
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees51
Clients36,000
DateJun 2016
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees51
Clients36,000
DateMar 2016
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$0
Employees51
Clients36,000
DateMar 2016
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees55
Clients32,232
DateJan 2016
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees55
Clients32,232
DateApr 2015
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees55
Clients32,232
DateApr 2015
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees55
Clients32,232
DateMar 2015
Total AUM$6.4B
Discretionary$6.4B
Non-Disc.$0
Employees55
Clients32,232
DateMar 2014
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees50
Clients26,557
DateJan 2014
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees50
Clients22,480
DateSep 2013
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees50
Clients22,480
DateApr 2013
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees50
Clients22,480
DateDec 2012
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees47
Clients18,900
DateMar 2012
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees11
Clients18,900
DateJul 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--