Mcmillen & Company, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 140876
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.46%
- Other27.03%
- Individuals13.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mcmillen & Company, Inc. is a privately owned corporate RIA that provides portfolio management primarily to individuals and small businesses. The firm charges fees based on a percentage of assets under management and focuses its advisory work on discretionary portfolio management rather than institutional or pension consulting. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and lists individual and family clients as its core client base.
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 Equities55%
- Private Funds35%
- Cash & Cash Equivalents8%
- US Government Bonds2%
Contacts
1 of 1
Mike Mcmillen
FounderCRD 1952020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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