Millie Capital Management Review

Trust Score 96%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Millie Capital Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 3 advisors. Millie Capital Management manages $253.8 million and provides investment advisory services for 26 clients (1:9 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,538,325
Hybrid Advisor No
Disciplinary History No
Total AUM $253.8 million
Advisor / Client Ratio 1:9
Headquarters San Ramon, CA
SEC Filings Forms and Brochures    (CRD # 110319)
State(s) Registered

Questions & Answers

Get answers about Millie Capital Management

Ask a question question_answer

Share Firm Profile