Mills Value Adviser Inc

RIASEC Registered

Total AUM

$9M

Discretionary

$9M

100% of AUM

Avg account

$346K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Arlington, Virginia
CRD number: 105886
Website: millsvalue.com
Custodians: PROFUNDS DISTRIBUTORS, INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles85.28%
Individuals14.72%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mills Value Adviser Inc. is a small corporate-structured investment advisor that operates with a hedge fund orientation and serves both individual/family and institutional clients. The firm provides portfolio management across individual and small business accounts, pooled investment vehicles, and institutional or business mandates. Compensation includes a percentage-of-AUM component plus performance-based fees. Mills Value Adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.