Millie Capital Management LLC

Millie Capital Management LLC (CRD# 110319) is a financial advisory firm headquartered in San Ramon, CA. They manage $240,000,000 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $3,200,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, LA

Financial Advisors at Millie Capital Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Monica Van Eck
CRD#: 5818333
2333 San Ramon Valley Blvd, Suite 160, San Ramon, CA 94583
93
Wealthminder
score

Monica Van Eck (CRD# 5818333) is an Investment Advisor Representative working at Millie Capital Management LLC in San Ramon, CA and has over 7 years of experience in the finance industry.

2
Eric S. Jardine
CRD#: 5072445
2333 San Ramon Valley Blvd, Suite 160, San Ramon, CA 94583
90
Wealthminder
score

Eric Jardine (CRD# 5072445) is an Investment Advisor Representative working at Millie Capital Management LLC in San Ramon, CA and has over 12 years of experience in the finance industry.

3
John R. Millie
CRD#: 1569467
One Market St, Steuart Twr Suite 1620, San Francisco, CA 94583
87
Wealthminder
score

John Millie (CRD# 1569467) is an Investment Advisor Representative working at Millie Capital Management LLC in San Francisco, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.