Mori Huston Partners

RIASEC Registered

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 independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registered in 2009) and serves both individual/family clients and institutional clients. Its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for business or institutional clients. Fee arrangements are flexible and include a percentage-of-AUM component as well as hourly, fixed-fee, and other billing structures. The firm does not identify as an active ESG investor.