MILNE LLC

JKMILNE ASSET MANAGEMENT

4 registered advisors·CRD# 132313

SEC# 801-634701239-936-3430

01

Firm Overview

AUM

$705M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Selection of other advisers

Other

Compensation

Percentage of AUM

03

Specialties

Wealth Management Fee-Only Advisory

04

Advisors at MILNE LLC

4 registered advisors

Harold Gregory Moore

FORT MYERS, Florida

John Kenneth Milne

FORT MYERS, Florida

Laurel Jane Glass

FORT MYERS, Florida

Samantha Lynn Robson

FORT MYERS, Florida

05

Office Locations

FORT MYERS, Florida

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Data sourced from SEC Form ADV filings. MILNE LLC (CRD# 132313) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.