Miltonian Capital Management, LLC
Miltonian Capital Management, LLC (CRD# 156144) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $52,255,043 in 71 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Miltonian Capital Management, LLC
By the Numbers
-
Total Assets Under Management52MILLION
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$735,987
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Miltonian Capital Management, LLC
1
Robin Deshayes (CRD# 5876007) is an Investment Advisor Representative working at Miltonian Capital Management, LLC in Santa Barbara, CA and has over 13 years of experience in the finance industry.
2
Christopher Haupert (CRD# 7277375) is an Investment Advisor Representative working at Miltonian Capital Management, LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.