MCMILLAN OFFICE, INC.
Firm details
- Headquarters
- SAINT CLAIR SHORES, Michigan
- CRD number
- 157836
- Registered since
- September 6, 2011
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.22%
- Individuals7.73%
- Pension & Profit Sharing Plans1.82%
- Charitable Organizations1.19%
- State / Municipal Government1.04%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mcmillan Office, Inc. is a corporate RIA focused on fee-based portfolio management for individuals and families, as well as small business clients. The firm favors equity-centric allocations, using exchange-traded equities as its primary building blocks and running client programs on a discretionary basis. It does not position itself as an ESG investor and is not structured as a multi-state adviser. The business model is percentage-of-AUM fee based and geared toward high-net-worth individual and family relationships rather than institutional mandates or pension consulting. Advisory activity centers on direct portfolio management rather than product distribution or broad financial planning services. The firm has been SEC-registered since 2011 and is owned by an individual owner.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- State & Local Bonds13%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1MICHAEL BACKMAN
President, CCOCRD 4375783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$58.1M in ETFs
100%
$58.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $44.1M | 76,450 | 75.96% |
Location
SAINT CLAIR SHORES, MI
MACOMB
Location
SAINT CLAIR SHORES, MI
Headquartered in SAINT CLAIR SHORES, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- MACOMB
- Address
- 25875 Jefferson Ave
- Time zone
- ET (UTC-5)
- Office locations
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