MILLIMAN INVESTMENT MANAGEMENT SERVICES LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 292521
- Registered since
- July 3, 2019
Firm profile
FINTRXOverview
Milliman Investment Management Services LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2019. Public filings identify its ownership structure as involving a domestic entity and an individual. The firm is recorded as "unclassified" in FINTRX and is not designated as a capital allocator. Available profile fields indicate the adviser does not identify itself as an active ESG investor, it does not operate as a multi-state adviser, and it is not listed as a pension consultant or related adviser. FINTRX does not disclose the firm's stated client segments, fee model, or specific advisory and business activities.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8CONNOR CASSIDY
Compliance AssociateCRD 6406367
GREGORY SODJA
Portfolio ConsultantCRD 2609680
CLARK TUCKER
Managing DirectorCRD 1977842
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 71 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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