Mill Creek Capital Advisors

Is this your firm? Access your profile

business

Last updated: January 21st, 2020. Data source: SEC filings.

Mill Creek Capital Advisors, federally registered in 2006, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 20 advisors. Mill Creek Capital Advisors manages $5.6 billion and provides investment advisory services for 327 clients (1:17 advisor/client ratio). This firm does not have a disciplinary history.

Trusted 2019 Trusted Firm

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted 87%
Minimum Investment $3,000,000
Average Client Balance $17,195,869
Total AUM $5.6 billion
Advisor / Client Ratio 1:17
Headquarters Conshohocken, PA
SEC Filings Forms and Brochures    (CRD # 141470)
State(s) Registered CA, CT, DE, FL, GA, MA, NJ, NY, OH, PA, VT


Questions & Answers



Get answers about Mill Creek Capital Advisors


Ask a question question_answer