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 that operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee model includes asset-based fees alongside hourly and fixed-fee arrangements. Morling reports active ESG investing and holds industry ties to accounting and insurance firms; it also serves as a sponsor/GP or managing member for pooled investment vehicles. The firm was recognized on FA Magazine’s Top RIA Firms list 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 17BENJAMIN 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 85Active vs passive
$392M in ETFs
35%
$136M
53%
$256M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF (TOTL) | DoubleLine | Active | Intermediate Core Plus Bond | $43.8M | 1,102,242 | 11.18% |
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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