Morling Financial Advisors, LLC
Firm details
- Headquarters
- Fremont, California
- CRD number
- 111819
- Registered since
- June 30, 2015
- Website
- morlingfinancialadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.52%
- Pension & Profit Sharing Plans8.26%
- Individuals3.74%
- Corporations / Businesses2.17%
- Charitable Organizations0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Morling Financial Advisors, LLC is an independent registered investment adviser formed in 2015 and organized as an LLC. The firm serves both individual/family and institutional clients and operates as a capital allocator that sources and places client capital across external managers and pooled vehicles. Its advisory work includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and was named a Top RIA Firm by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities29%
- Private Funds18%
- Cash & Cash Equivalents3%
Contacts
3 of 17
Benjamin Feiner
Associate AdvisorCRD 7785761
Jawad Ehsanyar
Associate AdvisorCRD 7705447
Anna Norman
Associate AdvisorCRD 5824747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$425M in ETFs
36%
$151M
52%
$273M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $48.6M | 131,326 | 11.45% |
Location
Fremont, CA
Alameda
Location
Fremont, CA
Headquartered in Fremont, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 39355 California St
- Time zone
- PT (UTC-8)
- Office locations
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