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 registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm is individually owned and serves primarily individuals and families. Its fee model combines AUM-based charges with fixed fees. The business lists accounting as a core capability and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, consulting for businesses or institutions, pension consulting, and educational seminars. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities27%
- Investment Grade Corp Bonds8%
- Other4%
- Cash & Cash Equivalents1%
Contacts
3 of 5CHARLES 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 90Active vs passive
$250M in ETFs
81%
$204M
15%
$46.8M
| 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 | $16M | 141,628 | 6.39% |
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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