Be advised. This firm is no longer registered.

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).

Current Firm Details
1990 N. California Blvd., Suite 800, Walnut Creek, CA 94596
http://www.milliecapital.com
By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $3,296,526
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
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Millie Capital Management LLC
No Advisor Found.

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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