Millstein Advisors, LLC

Millstein Advisors, LLC (CRD# 150992) is a financial advisory firm headquartered in , . They manage $16,107,847 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $328,732
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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.

TX

Financial Advisors at Millstein Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sherry Liu
CRD#: 5701053
Missouri City, TX
93
Wealthminder
score

Sherry Liu (CRD# 5701053) is an Investment Advisor Representative working at Millstein Advisors, LLC in Missouri City, TX and has over 9 years of experience in the finance industry.

2
Robert Millstein
CRD#: 856088
Missouri City, TX
93
Wealthminder
score

Robert Millstein (CRD# 856088) is an Investment Advisor Representative working at Millstein Advisors, LLC in Missouri City, TX and has over 9 years of experience in the finance industry.

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