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 has operated since 2009 and is owned by an individual. The firm serves both high-net-worth individuals and institutional clients and charges fees across several structures including a percentage of AUM, hourly fees, fixed fees and other arrangements. Its advisory services focus on discretionary and non-discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional clients. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or a pension consultant.