Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
592,301 clients
Average Client Portfolio
$129K average
Assets Under Management
$76.6B

Fee Structure

Financial Planning:Investment management only
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Location

22 West Washington Street, Chicago, IL, 60602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Maria works in hourly academic research and teaching roles for the University of Illinois at Urbana Champaign since 2020 and 2021, respectively. These activities are not investment-related.

Employment History
Current Registrations
Morningstar Investment Management LLC
May 2025 - Present · 9 mos
Previous Registrations
Morningstar Investment Services LLC
September 2023 - June 2025 · 1 yr 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.