Unclaimed Profile

John Ross Millie

MILLIE CAPITAL MANAGEMENT LLC·WALNUT CREEK, California

Clean recordMILLIE CAPITAL MANAGEMENT LLC

1990 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 1569467Firm CRD# 110319

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Ross Millie · WALNUT CREEK, CA

Registration

CRD #1569467 · MILLIE CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Ross Millie is a registered financial advisor based in WALNUT CREEK, California, affiliated with MILLIE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MILLIE CAPITAL MANAGEMENT LLC

AUM

$254M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MILLIE CAPITAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1569467

Firm CRD# 110319

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Ross Millie offer?

John Ross Millie specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are John Ross Millie's credentials?

John Ross Millie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Ross Millie located?

John Ross Millie is based in WALNUT CREEK, California, working with MILLIE CAPITAL MANAGEMENT LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does John Ross Millie charge for services?

John Ross Millie's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILLIE CAPITAL MANAGEMENT LLC?

MILLIE CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $254M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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