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 advising both high-net-worth individuals/families and institutional clients. The firm has been SEC-registered since 2009 and is owned by an individual. Its advisory services include discretionary and non-discretionary portfolio management for individuals, pooled investment vehicles, and businesses or institutions. Fee arrangements are flexible and may include a percentage of assets under management, hourly billing, fixed fees and other fee structures. The firm does not self-identify as an active ESG investor and is not designated as a multi-state adviser.