Morningstar Investment Management LLC

$87.82BAssets under management
as of Aug 2026 · SEC Form ADV
Chicago, IL
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Custodial Platform
Lincoln Financial Group Trust Company
Per Form ADV · $15.6B held · filed Dec 2024
Schwab
Per Form ADV · $13.0B held · filed Dec 2024
State Street
Per Form ADV · $5.1B held · filed Dec 2024
Bank of America
Per Form ADV · $4.5B held · filed Dec 2024