Milinovich & Co, Inc
Firm details
- Headquarters
- Waynesburg, Pennsylvania
- CRD number
- 122894
- Website
- milinovichria.com
- 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
FINTRXOverview
Milinovich & Co, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges clients through a percentage-of-AUM fee schedule supplemented by hourly billing for certain services. Milinovich & Co. is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not described as a multi-state adviser. The firm was recognized in FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities29%
- Cash & Cash Equivalents5%
Contacts
3 of 3Michael Milinovich
PresidentCRD 6442662
Jeffrey Widdup
IARCRD 2925573
Joshuah Dains
Owner and Financial PlannerCRD 7478951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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