Morningstar Investment Services LLC
Legal Name: MORNINGSTAR INVESTMENT SERVICES LLC
22 WEST WASHINGTON STREET, CHICAGO, IL
Full Contact Details
Other Info
Morningstar Investment Services LLC is legally known as MORNINGSTAR INVESTMENT SERVICES LLC. It is a DE Limited Liability Company. This firm has 31 employees. It serves 15 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 9, 2001.
Direct Owners
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DANIEL NEEDHAM
PRESIDENT owns less than 5%
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LORI ANN LOFTUS
CHIEF COMPLIANCE OFFICER, SECRETARY owns less than 5%
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MATTHEW JOSEPH RADGOWSKI
EXECUTIVE VICE PRESIDENT AND TREASURER owns less than 5%
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MORNINGSTAR INVESTMENT MANAGEMENT LLC
SOLE MEMBER owns 75% or more
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PETER JOHN DUGERY
VICE PRESIDENT owns less than 5%
Indirect Owners
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JOSEPH DANIEL MANSUETO
SHAREHOLDER owns more than 50% but less than 75%
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MORNINGSTAR, INC.
SOLE MEMBER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 13, 2019
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