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 6 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 11 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.

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