THE MILLSTONE EVANS GROUP, LLC
Total AUM
$893.3M
Employees
8Clients
654Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4940 PEARL EAST CIRCLE
SUITE 302
BOULDER
CO 80301
United States
SUITE 302
BOULDER
CO 80301
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
720-728-2801
Other Offices
2
Financials
Total AUM
$893.3M
Accounts
2,677Discretionary
$893.3M
Accounts
2,677Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
420AUM
$131.5M
HNW Individual Clients
210AUM
$741.6M
Charitable Organization Clients
12AUM
$11M
Corporation or Business Clients
12AUM
$9.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
BLOGS AND PODCASTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.