Milliman Investment Management Services LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
292521
Registered since
July 3, 2019

Firm profile

FINTRX

Overview

Milliman Investment Management Services LLC is organized as a limited liability company and has been SEC-registered since 2019. FINTRX classifies the firm as unclassified and records the owner type as a mix of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser. Public disclosures in the source are sparse: business activities, advisory offerings, and client base are not detailed in the provided data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Connor CASSIDY

    Connor CASSIDY

    Compliance AssociateCRD 6406367

  • Gregory Sodja

    Gregory Sodja

    Portfolio ConsultantCRD 2609680

  • Clark Tucker

    Clark Tucker

    Managing DirectorCRD 1977842

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth