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 limited liability company that began registering as an adviser in 2009 and is owned by an individual. The firm serves both individual-and-family clients and institutional clients, providing fee arrangements that include a percentage of assets under management, hourly billing, fixed fees and other fee models. Its core advisory work is portfolio management across client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. The firm does not identify as an active ESG investor, is not classified as a multi-state adviser, and is not positioned as a capital allocator. Regulatory classification on public filings is listed as unclassified.