Milliman Advisors, LLC

RIASEC RegisteredEst. 1988

Total AUM

$2.3B

Discretionary

$41.4M

2% of AUM

Avg account

$68.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 112245
Registered since: December 30, 1988
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Corporations / Businesses80.34%
State / Municipal Government10.27%
Pension & Profit Sharing Plans9.39%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Milliman Advisors, LLC is a limited liability company registered with the SEC since 1988 that acts as a capital allocator to institutional clients. Its filings list portfolio management for businesses and institutions, pension consulting services, manager selection and educational seminars/workshops among its advisory activities. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and is organized to work with institutional mandates rather than retail households. Milliman Advisors is not marked as an active ESG investor and is not identified as a multi-state adviser in the source data. Filings also show affiliations with broker-dealers, other investment advisers, CPO/CTAs and insurance-company roles, reflecting a variety of intermediary and consulting relationships.