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John Ross Millie

MILLIE CAPITAL MANAGEMENT LLC·WALNUT CREEK, California
Unclaimed Profile
1990 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 1569467Firm CRD# 110319
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MILLIE CAPITAL MANAGEMENT LLC
MILLIE CAPITAL MANAGEMENT LLC
AUM
$254M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MILLIE CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1569467
Firm CRD# 110319
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
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