Mori Huston Partners

RIASEC Registered
Total AUM
$242M
Discretionary
$147M
61% of AUM
Avg account
$3.4M
Accounts
72
Employees
2
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
151260
Registered since
September 22, 2009
Custodians
CITIGROUP GLOBAL MARKETS INC., SANTANDER INVESTMENT SECURITIES INC., JEFFERIES LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI87.03%
  • Pooled Investment Vehicles10.74%
  • Pension & Profit Sharing Plans1.48%
  • Corporations / Businesses0.59%
  • Individuals0.15%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mori Huston Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registered in 2009) and serves both individual/family clients and institutional clients. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for business or institutional clients. Fee arrangements are flexible and include a percentage-of-AUM component as well as hourly, fixed-fee, and other billing structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 30%, Exchange Traded Equities 25%, US Government Bonds 10%, Investment Grade Corp Bonds 10%, Public Funds/Mutual Funds 10%, Other 10%, Non-Investment Grade Corp Bonds 5%30%
  • Cash & Cash Equivalents30%
  • Exchange Traded Equities25%
  • US Government Bonds10%
  • Investment Grade Corp Bonds10%
  • Public Funds/Mutual Funds10%

Contacts

2 of 2
  • Robert Mori

    Robert Mori

    Managing MemberCRD 4773053

  • Mary Mori

    Mary Mori

    Managing PartnerCRD 2894153

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1395 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth