Overview
Assets Under Management: $158 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 130
Discretionary Accounts: 130
Regulatory Filings
CRD Number: 156315
Last Filing Date: 2024-01-11 00:00:00
Website: https://millingtonfa.com