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Building 2MILL CREEK CAPITAL ADVISORS, LLC

Map pinCONSHOHOCKEN, PA
Phone610-941-7700
NotebookSEC #801-67173
Total AUM
$10.5B
Employees
42
Clients
462

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 WASHINGTON STREET
SUITE 1500
CONSHOHOCKEN
PA 19428
United States
Operating Hours
8 A.M. TO 6 P.M.
Monday - Friday
Phone
610-941-7700
Other Offices
2

ReceiptFinancials

Total AUM
$10.5B
Accounts
2,507
Discretionary
$10.4B
Accounts
2,506
Non-Discretionary
$28M
Accounts
1

ContactClients

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HNW Individual Clients
365
AUM
$7.2B
Pooled Vehicle Clients
4
AUM
$762M
Pension/Profit Sharing Plan Clients
17
AUM
$117.9M
Charitable Organization Clients
48
AUM
$2.1B
Corporation or Business Clients
28
AUM
$225.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCDEFLGAMAMDNJNYOHPATXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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