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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MORNINGSTAR INVESTMENT SERVICES LLCCRD Number: 112525OtherThanAnnual
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Morningstar Investment Management LLC is a registered investment adviser offering services such as investment advisory and portfolio management.
Morningstar Investment Management LLC is required to file annual reports with the Securities and Exchange Commission (SEC) as a registered investment adviser.
Morningstar Investment Management LLC must fill out Form ADV, which is submitted electronically through the Investment Adviser Registration Depository (IARD) system.
The purpose of Morningstar Investment Management LLC is to provide investment advisory services and manage client portfolios in a professional and ethical manner.
Morningstar Investment Management LLC must report information such as assets under management, investment strategies, key personnel, and any disciplinary history.
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