CRD: 140876
Mcmillen & Company, Inc.
Boise, ID
2083431274
$111.0M Total AUM
$111.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · State Street · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-23-2006
- Office Locations
- 1
Office Locations
-- Boise ID
About Mcmillen & Company, Inc.
Mcmillen & Company, Inc. is a Boise-based RIA. The firm has been operating for 20 years. Managing $111.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and State Street. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$111.0M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
20 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Investment Vehicles
Oak
Services
Timber Glacier alpha Peak
Owner & Executives
MIKE MCMILLEN
Owner, PRINCIPAL
- CRD
- #1952020
- Ownership
- 75% or more
(917) 709-4079
eagle.bridge@capitalcapital.com
in linkedin.com/in/vital-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,000,000 | $325,002 |
| Non-Discretionary | $0 | -- |
| Total | $111,000,000 | $325,002 |
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Separately Managed Accounts
Total SMA Asset: $111,000,000
Equity - Exchange:
24.8% Private Funds:
23.5% Cash:
28.2% U.S. Government/Agency:
23.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $259,639,621 | 24.8% |
| Private Funds | $246,029,479 | 23.5% |
| Cash | $295,235,375 | 28.2% |
| U.S. Government/Agency | $246,029,479 | 23.5% |
| Total | $1,046,933,954 | 100.0% |