Millington Financial Advisors, LLC
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 156315
- Registered since
- April 29, 2022
- Website
- www.millingtonfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.81%
- Individuals42.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Millington Financial Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves primarily individuals and families and charges both percentage-of-AUM and fixed fees. It also lists accounting as a business activity and maintains advisory capabilities that include financial planning, portfolio management for individuals and small businesses as well as businesses or institutions, pension consulting, and educational seminars or workshops. Millington does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator — it relies on external managers rather than running proprietary funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities27%
- Investment Grade Corp Bonds8%
- Other4%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Charles Millington
PresidentCRD 4683520
Charles Millington
Financial AdvisorCRD 7852122
Carter Millington
Financial AdvisorCRD 8101032
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$269M in ETFs
80%
$214M
15%
$54.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $16.3M | 140,478 | 6.08% |
Location
Naperville, IL
Du Page
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 55 Shuman Blvd
- Time zone
- CT (UTC-6)
- Office locations
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