The Millstone Evans Group, LLC
The Millstone Evans Group, LLC (CRD# 311142) is a financial advisory firm headquartered in Boulder, CO. They manage $700,341,188 in 3,002 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management700MILLION
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Total Number of Accounts3,002ACCOUNTS
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Average Account Value$233,292
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, CO, DC, DE, FL, IL, MA, MD, MI, NC, NH, NJ, NM, NY, OR, PA, TN, TX, VA, VT, WA
Michele Duvall (CRD# 2008935) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has over 31 years of experience in the finance industry.
Gregory Evans (CRD# 726398) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has over 43 years of experience in the finance industry.
Sacha Millstone (CRD# 1372149) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has over 38 years of experience in the finance industry.
Toni Noto (CRD# 1454948) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has over 36 years of experience in the finance industry.
Petra Zunt (CRD# 5193392) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has over 12 years of experience in the finance industry.
Martial Frindethie (CRD# 6012617) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has over 3 years of experience in the finance industry.
Madeline Stutz (CRD# 7820250) is an Investment Advisor Representative working at The Millstone Evans Group, LLC in Boulder, CO and has 1 year of experience in the finance industry.