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 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

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

    Compliance AssociateCRD 6406367

  • GREGORY SODJA

    Portfolio ConsultantCRD 2609680

  • CLARK TUCKER

    Managing DirectorCRD 1977842

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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