MILLIE CAPITAL MANAGEMENT LLC

WALNUT CREEK, California·1 registered advisor·CRD# 110319
SEC# 801-577400888-888-3240
01

Firm Overview

AUM
$254M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at MILLIE CAPITAL MANAGEMENT LLC

1 registered advisor
John Ross Millie
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
1 advisor

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Data sourced from SEC Form ADV filings. MILLIE CAPITAL MANAGEMENT LLC (CRD# 110319) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.