Mill Creek Capital Advisors, LLC

Mill Creek Capital Advisors, LLC (CRD# 141470) is a financial advisory firm headquartered in Conshohocken, PA. They manage $8,201,352,376 in 2,081 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
161 Washington Street, Suite 1500, Conshohocken, PA 19428
https://www.linkedin.com/company/229164/
By the Numbers
  • Total Assets Under Management
    8,201
    MILLION
  • Total Number of Accounts
    2,081
    ACCOUNTS
  • Average Account Value
    $3,941,063
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DC, DE, FL, GA, MA, MD, NJ, NY, OH, PA, TX, VT

Financial Advisors at Mill Creek Capital Advisors, LLC
Showing 21 - 23 of 23 top financial advisors.
21
Nora Wentzler, financial advisor Conshohocken PA
Nora L. Wentzler
CRD#: 5066831
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Nora Wentzler (CRD# 5066831) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 6 years of experience in the finance industry.

22
Antonio Misiti, financial advisor Conshohocken PA
Antonio J. Misiti
CRD#: 7772713
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Antonio Misiti (CRD# 7772713) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has 1 year of experience in the finance industry.

23
Cynthia Valdez, financial advisor Conshohocken PA
Cynthia A. Valdez
CRD#: 6706027
161 Washington Street, Suite 1500, Conshohocken, PA 19428

Cynthia Valdez (CRD# 6706027) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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