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MORNINGSTAR INVESTMENT MANAGEMENT LLC

SEC Form ADV profile.

Total regulatory AUM
$87,824,400,000
Discretionary
$87,824,400,000
Non-discretionary
$0

Firm details

CRD number
108031
SEC file number
801-56896
Main office
CHICAGO, IL, United States
Employees
267
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Other

As of October 2026.