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Building 2MILLINGTON FINANCIAL ADVISORS, LLC

Map pinNAPERVILLE, IL
Phone630-922-7900
NotebookSEC #801-124802
Total AUM
$291.4M
Employees
11
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 SHUMAN BLVD
SUITE 1050
NAPERVILLE
IL 60563
United States
Operating Hours
8:030A.M. - 5:00 P.M.
Monday - Friday
Phone
630-922-7900

ReceiptFinancials

Total AUM
$291.4M
Accounts
554
Discretionary
$279.2M
Accounts
534
Non-Discretionary
$12.1M
Accounts
20

ContactClients

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Individual Clients
145
AUM
$122.9M
HNW Individual Clients
42
AUM
$168.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PLANNING & ACCOUNTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINMITXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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