M
CRD: 157836
Mcmillan Office, Inc.
St. Clair Shores, MI, 48081
3139620787
$913.7M Total AUM
$913.7M Disc. AUM
17.3% 3Y CAGR
9 Employees
453 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
25875 Jefferson Avenue St. Clair Shores MI
About Mcmillan Office, Inc.
Mcmillan Office, Inc. is a St. Clair Shores-based RIA. The firm has been operating for 16 years. Managing $913.7M in total assets under management, with 4 advisory representatives. They custody assets with RBC. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$228.4M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
16.5 yrs AVG TENURE
9 Employees
4 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
Request access to benchmark trends tied to optima atlas.
Request access to benchmark trends tied to atlas horizon.
Premium access reveals conviction themes in vector glacier.
See the complete signal summary connected to summit.
Open the full profile to inspect shifts in prime bridge.
Upgrade to reveal position-level detail across element capital.
Open the full profile to inspect shifts in eagle optima.
See the complete signal summary connected to unison.
Asset Classes
Alpha
Client Personas
Optima
Investment Themes
Summit
Investment Vehicles
Crest
Services
Capital Summit bridge
Owner & Executives
M
MICHAEL BACKMAN
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
(683) 569-6824
glacier.foundation@elementcapital.com
in linkedin.com/in/quantum-signal
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $913,684,095 | $1,999,309 |
| Non-Discretionary | $0 | -- |
| Total | $913,684,095 | $1,999,309 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $913,684,095
Equity - Exchange:
17.3% Municipal Bonds:
13.7% Cash:
26.5% Corporate - Investment Grade:
23.8% U.S. Government/Agency:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $966,703,568 | 17.3% |
| Municipal Bonds | $765,539,820 | 13.7% |
| Cash | $1,480,788,702 | 26.5% |
| Corporate - Investment Grade | $1,329,915,891 | 23.8% |
| U.S. Government/Agency | $1,044,933,915 | 18.7% |
| Total | $5,587,881,896 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT ALPHA BEACON | QUANTUM BRIDGE | Z9XVPA22N | WOL | 6.41% | $33,216,104 |
| INSIGHT CREST | VECTOR TIMBER | PAPK5YXDH | VBEDO | 5.10% | $105,367,671 |
| QUANTUM FUSION VALUE | FOUNDATION HORIZON | XBCN128U9 | LQAU | 4.23% | $85,192,354 |
| TIMBER QUANTUM | CAPITAL BEACON | XRRPV49BS | NNP | 6.18% | $113,346,927 |
| MOMENTUM GLACIER | LEGACY VITAL | KTW333C2H | DNTU | 11.81% | $62,521,634 |
| NORTH WAVE LEGACY | INSIGHT PEAK | E56GZ2JAR | FCJ | 12.52% | $29,456,767 |
| MOMENTUM EAGLE | EMBER BRIDGE | 4KBQ39WAI | KFRX | 1.80% | $5,585,633 |
| RADIAL NORTH MERIDIAN | BRIDGE BRIDGE | 0NVU2UTTF | MYFE | 3.16% | $101,146,498 |