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 an institutional registered investment adviser organized as an LLC and registered with the SEC since 1988. The firm operates as a capital allocator to institutional clients and delivers advisory services including portfolio management for businesses and institutions, pension consulting, selection of other advisers, and educational seminars or workshops. Its billing arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. According to the dataset, Milliman is not positioned as an active ESG investor and is structured as a domestic, single-state adviser. Industry affiliations listed with the firm include broker-dealer activity, other investment adviser relationships, CPO/CTA links, connections to insurance companies, and pension consulting roles.