Mill Creek Capital Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on April 7th, 2020*. For data support, email "support@investor.com". Views: 57 (trailing six months).

Mill Creek Capital Advisors, federally registered in 2006, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 25 advisors. Mill Creek Capital Advisors manages $6.7 billion and provides investment advisory services for 354 clients (1:15 advisor/client ratio).

Mill Creek Capital Advisors does meet the requirements to be Trusted by investor.com. Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.

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Firm Information Value
Advisors Directory View Directory
Avg Advisor Years Registered 12
Percentage of Advisors Trusted 96%
Minimum Investment $3,000,000
Average Client Balance $19,009,514
Total AUM $6.7 billion
Advisor / Client Ratio 1:15
Headquarters Conshohocken, PA
SEC Filings View SEC IAPD CRD #141470
State(s) Registered CA, CT, DE, DC, FL, GA, MA, NJ, NY, OH, PA, VT

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*SEC data last verified 04/07/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

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