MORIN PRIVATE CLIENT GROUP, LLC
· CRD 154565
SEC-registered investment adviser since 2010 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$716.3m
- Main clients (by assets)Pension plans 89%, Individuals 6%, High net worth individuals 6%
- Form ADV · 2026-03-31SEC adviser record
- Kindinstitutions
As an employer
- Staff (Form ADV)4 · 2 in investment roles