Mcmillen & Company, Inc.

Overview

Mcmillen & Company, Inc. is an independently owned registered investment adviser that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm is structured as a corporation with an individual owner and bills clients on a percentage-of-AUM basis. Its advisory activity centers on discretionary portfolio management for individual and small-business clients. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices