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MORI HUSTON PARTNERS

MIAMI, FL · CRD 151260 · IAPD ↗ · morihuston.com · 305-856-9304

$241.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2024 — MORI HUSTON PARTNERS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — MORI HUSTON PARTNERS reported RAUM up 36% ($156.9M -> $212.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.