Mill Creek Investment Management

Mill Creek Investment Management (CRD# 172834) is a financial advisory firm headquartered in , . They manage $10,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Mill Creek Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Ross, financial advisor Salt Lake City UT
Matthew A. Ross
CRD#: 4262698
Salt Lake City, UT

Matthew Ross (CRD# 4262698) is an Investment Advisor Representative working at Mill Creek Investment Management in Salt Lake City, UT and has over 23 years of experience in the finance industry.

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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