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).
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Total Assets Under Management8,201MILLION
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Total Number of Accounts2,081ACCOUNTS
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Average Account Value$3,941,063
- 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
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.
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.
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.