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 a small, institutional-focused investment adviser organized as an LLC and registered with the SEC in 2010. The firm functions primarily as a capital allocator and manager-of-managers: its disclosed advisory activities emphasize portfolio management for investment companies and the selection of other advisers. That structure indicates Millington Securities typically sources or oversees external subadvisers and directs investment implementation rather than running wide retail wealth-management operations. The client base is institutional, and the firm charges fees as a percentage of assets under management. Millington Securities is not an active ESG investor according to its disclosures and does not operate as a multi-state adviser, suggesting a limited geographic footprint and a narrow operational scope.

Assets & Accounts

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

Owners & executives

1 of 1
  • DONALD SCHREIBER

    CEOCRD 1076885

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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