MILINOVICH & CO., INC

RIASEC Registered
Total AUM
$106M
Discretionary
$106M
100% of AUM
Avg account
$254K
Accounts
418
Employees
3
Advisory reps
3

Firm details

Headquarters
WAYNESBURG, Pennsylvania
CRD number
122894
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals59.36%
  • HNWI33.53%
  • Charitable Organizations5.9%
  • Pension & Profit Sharing Plans1.21%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Milinovich & Co, Inc. is an independent, privately owned advisory firm focused on individuals, families and small businesses. The firm combines financial planning with discretionary portfolio management, charging a mix of percentage-of-AUM fees and hourly advisory fees. Investment practice centers on public funds and mutual funds as core building blocks for client portfolios, with additional exposure to real estate through external managers. Milinovich & Co, Inc. does not operate as a capital allocator or a multi-state adviser and does not market ESG-focused strategies. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 66%, Exchange Traded Equities 29%, Cash & Cash Equivalents 5%66%
  • Public Funds/Mutual Funds66%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents5%

Contacts

3 of 3
  • MICHAEL MILINOVICH

    PresidentCRD 6442662

  • JEFFREY WIDDUP

    IARCRD 2925573

  • Joshuah Dains

    Financial AdvisorCRD 7478951

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WAYNESBURG, PA

GREENE

Location

WAYNESBURG, PA

Headquartered in WAYNESBURG, PA, in the Northeast of the United States.

Region
Northeast
County
GREENE
Address
101 N Woodland Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth