United States · What does Morling Financial Advisors invest in?
Morling Financial Advisors says it invests in Consulting and Impact Investing.
What they do
- Type
- Wealth manager (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- ConsultingImpact Investing
- Based in
- Fremont, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration3 named
MJMatthew James ShibataManaging Member, Chief Compliance OfficeriForm ADV
PWPeter Wing Ching LingManaging MemberiForm ADV
WNWa Nhut HuongManaging MemberiForm ADV
We also hold 22 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1.0Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Morling Financial Advisors, LLC
- SEC number
- CRD 111819