M
$386.9K Total AUM
$386.9K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
2 yrs Firm Age
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- Custodian
- Apex ยท Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2024
- Office Locations
- 1
Office Locations
-- ANN Arbor MI
About Milieu Personal Finance LLC
Milieu Personal Finance LLC is a ANN Arbor-based RIA. The firm has been operating for 2 years. Managing $386.9K in total assets under management, with 1 advisory representatives. They custody assets with Apex and Betterment.
Team overview
-- AVG AGE
$386.9K AVG AUM / ADVISOR
$386.9K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Surin Khai Mong
Agent, FOUNDER, PRINCIPAL
- CRD
- #7921990
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,910 | -- |
| Non-Discretionary | $0 | -- |
| Total | $386,910 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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