Millington Securities, LLC

RIASEC RegisteredEst. 2010
Total AUM
$141M
Discretionary
$141M
100% of AUM
Avg account
$141M
Accounts
1
Employees
6
Advisory reps
1

Firm details

Headquarters
Red Bank, New Jersey
CRD number
147298
Registered since
February 26, 2010
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Millington Securities, LLC is an institutional registered investment adviser organized as an LLC and first SEC-registered in 2010. The firm identifies as a capital allocator serving institutional clients and charges fees as a percentage of assets under management. Its advisory responsibilities explicitly include portfolio management for investment companies and the selection of other advisers, and it lists industry affiliations with another investment adviser and an insurance company. The firm does not present itself as an active ESG investor, is not registered as a multi-state adviser, and does not describe pension consulting or related-adviser activity in the supplied data. Ownership is noted as a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Donald Schreiber

    Donald Schreiber

    CEOCRD 1076885

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 92

Active vs passive

$180M in ETFs

Passive

62%

$112M

Active

33%

$67.8M

ETFProviderStyleCategoryValueShares% of portfolio
WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY)PassiveMid Cap Value$29.6M872,31016.47%

Location

Primary office

Red Bank, NJ

Monmouth

Location

Red Bank, NJ

Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Monmouth
Address
331 Newman Springs Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth