Millie Capital Management LLC
Millie Capital Management LLC (CRD# 110319) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $253,832,500 in 77 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management254MILLION
Total Number of Accounts77ACCOUNTS
Average Account Value$3,296,526
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.