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Building 2MCMILL CPA AND ADVISORS

Map pinNORFOLK, NE
Phone402-371-1160
NotebookSEC #801-64153
Total AUM
$862.3M
Employees
50
Clients
5,656

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 SOUTH 4TH STREET
NORFOLK
NE 68701
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
402-371-1160
Other Offices
1

ReceiptFinancials

Total AUM
$862.3M
Accounts
5,656
Discretionary
$862.3M
Accounts
5,656
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4,192
AUM
$129.3M
HNW Individual Clients
1,382
AUM
$495.3M
Pension/Profit Sharing Plan Clients
30
AUM
$112.9M
Charitable Organization Clients
22
AUM
$107M
Corporation or Business Clients
30
AUM
$17.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOGAIAKSMIMNMONENJNVNYSDTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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