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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest vertex
- Established Date
- 05-14-2018
- Office Locations
- 1
Office Locations
About Milborn Advisors, LTD
Milborn Advisors is an independent, fee-based fiduciary financial planning firm in Milwaukee founded by Mark Hoffman and Drew Ashland. The team serves retirees, professionals, and small business owners with goal-based planning and investment strategies focused on reducing costs. Portfolios primarily use public funds and ETFs. Their no-pressure style and connected network with estate attorneys and accountants can support complex client needs; custodial relationships include Charles Schwab.
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Owner & Executives
DREW JAMES ASHLAND
Advisor, Chief Compliance Officer, Owner, PARTNER
- CRD
- #6026614
- Ownership
- 50% but less than 75%
Mark John Melby Hoffman
Owner, Partner, President
- CRD
- #5393095
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,692,612 | $163,418 |
| Non-Discretionary | $0 | -- |
| Total | $107,692,612 | $163,418 |
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Separately Managed Accounts
Total SMA Asset: $107,692,612
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $633,328,405 | 18.1% |
| Equity - Exchange | $1,238,664,395 | 35.4% |
| Cash | $1,270,155,862 | 36.3% |
| Derivatives | $356,903,300 | 10.2% |
| Total | $3,499,051,962 | 100.0% |