Mori Huston Partners

RIASEC RegisteredEst. 2009

Total AUM

$242M

Discretionary

$147M

61% of AUM

Avg account

$3.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 151260
Registered since: September 22, 2009
Website: morihuston.com
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 SEC‑registered LLC that provides fee-based advisory services to individuals, families and institutional clients. The firm offers portfolio management across individual and pooled accounts and works with small businesses and other institutional entities. Its fee arrangements include percentage‑of‑AUM charges alongside hourly and fixed‑fee engagements. The adviser is not positioned as an ESG investor and does not describe itself as a multi‑state or pension consultant adviser.