Millington Securities, LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 147298
- Registered since
- February 26, 2010
- Website
- millingtonsecurities.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Donald Schreiber
CEOCRD 1076885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$180M in ETFs
62%
$112M
33%
$67.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY) | Passive | Mid Cap Value | $29.6M | 872,310 | 16.47% |
Location
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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