Tech stack
No one at Morin Private Client Group, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
T
T. Rowe Price Investment Services, Inc.
Per Form ADV · $427M held · filed Mar 2024
Fidelity
Per Form ADV · $111M held · filed Mar 2024