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MORIN PRIVATE CLIENT GROUP, LLC

· CRD 154565 · IAPD ↗ · 833-989-2869

$716.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — MORIN PRIVATE CLIENT GROUP, LLC reported RAUM up 31% ($546.7M -> $716.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — MORIN PRIVATE CLIENT GROUP, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — MORIN PRIVATE CLIENT GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2024 — MORIN PRIVATE CLIENT GROUP, LLC notice-filed in CA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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