Mill Creek Capital Advisors, LLC
Mill Creek Capital Advisors, LLC (CRD# 141470) is a financial advisory firm headquartered in Conshohocken, PA. They manage $7,876,358,125 in 385 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management7,876MILLION
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Total Number of Accounts385ACCOUNTS
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Average Account Value$20,458,073
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, MA, MD, NJ, NY, OH, PA, TX, VT
Robert Asklar (CRD# 5660650) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 13 years of experience in the finance industry. Robert Asklar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sean Bannon (CRD# 2363812) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 26 years of experience in the finance industry.
Patrick Burke (CRD# 2590258) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 29 years of experience in the finance industry. Patrick Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Campbell (CRD# 5392235) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 11 years of experience in the finance industry. Ryan Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Chapin (CRD# 1411830) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 21 years of experience in the finance industry.
Michael Crook (CRD# 4917503) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 16 years of experience in the finance industry.
Ann Finnerty (CRD# 5917817) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 11 years of experience in the finance industry. Ann Finnerty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joshua Gross (CRD# 4530225) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 13 years of experience in the finance industry.
Walter Harris (CRD# 4660182) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Naples, FL and has over 12 years of experience in the finance industry. Walter Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Adam Heller (CRD# 6990963) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 5 years of experience in the finance industry. Adam Heller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.