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MORLING FINANCIAL ADVISORS, LLC
CRD 111819 · SEC 801-100390
39355 CALIFORNIA STREET, SUITE 201A, FREMONT, CA, 94538-1447, United States
Phone
844-667-5464
Fax
844-667-5464
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$960.6M
Team
21 total employees; 17 advisory reps; 15 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $39.1M |
| High net worth individuals | 256 | $895.4M |
| Pension/profit sharing plans | 1 | $86.5M |
| Charitable organizations | 3 | $3.3M |
| Corporations/business entities | 12 | $22.7M |
States served
CA, GA, NV, NY, TN, WI, WA, TX
All web addresses on file
Official SEC filing: View on IAPD