Be advised. This firm is no longer registered.

Millard & Company, Inc.

Millard & Company, Inc. (CRD# 154394) is a financial advisory firm headquartered in Tryon, NC. They manage $61,992,000 in 353 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $175,615
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Millard & Company, Inc.
No Advisor Found.
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