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Building 2MCMILLAN OFFICE, INC.

Map pinST. CLAIR SHORES, MI
Phone313-962-0787
NotebookSEC #801-72698
Total AUM
$913.7M
Employees
9
Clients
456

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25875 JEFFERSON AVENUE
ST. CLAIR SHORES
MI 48081-2316
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
313-962-0787

ReceiptFinancials

Total AUM
$913.7M
Accounts
457
Discretionary
$913.7M
Accounts
457
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
293
AUM
$70.6M
HNW Individual Clients
160
AUM
$806M
Pension/Profit Sharing Plan Clients
1
AUM
$16.6M
Charitable Organization Clients
1
AUM
$10.9M
Government Entity Clients
1
AUM
$9.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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