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 an independent, SEC-registered registered investment adviser organized as a corporation and established in 2011. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses, servicing an individual-and-family client base. Its advisory model is fee-based on a percentage of assets under management. Filings indicate the firm is not a capital allocator, does not position itself as an ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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