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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8
Connor 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
Similar firms
Kroll Securities LLC
Broker-DealerChicago, IL
Corporate Investments Group, Inc.
Broker-DealerChicago, IL
Guggenheim Funds Distributors, LLC
Broker-DealerChicago, IL
Cognitive Capital, LLC
Broker-DealerChicago, IL
Dresner Investment Services, Inc.
Broker-DealerChicago, IL
Advantage Securities LLC
Broker-DealerChicago, IL