Mills Financial Services LLC
RIAState Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$62.5K
Accounts
72
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 295175
- Website
- millsfs.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mills Financial Services LLC is an independent, individually owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses and also operates as an insurance broker. Its fee model includes percentage-of-AUM billing and fixed fees. The adviser does not describe itself as an active ESG investor and is not positioned as a multi-state or pension consulting firm.
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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