$106.2M Total AUM
$106.2M Disc. AUM
-- 3Y CAGR
3 Employees
301 ADV. Clients
28 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Meridian summitLegacy beacon
- Established Date
- 01-27-1998
- Office Locations
- 2
Office Locations
101 N. Woodland Avenue Waynesburg PA
25 E High Street Waynesburg PA
About Milinovich & Co., INC
Milinovich & Co., INC is a Waynesburg-based RIA with 2 offices. The firm has been operating for 28 years. Managing $106.2M in total assets under management, with 2 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
41 AVG AGE
$53.1M AVG AUM / ADVISOR
$352.7K AVG AUM / CLIENT
10.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Custodian
Frontier vertex
Investment Themes
Unison
Services
Ridge Optima Horizon Momentum optima
Technology
Catalyst catalyst Ridge
Owner & Executives
J
Joshuah Allan Dains
Investment Advisor, Owner
- CRD
- #7478951
- Ownership
- 75% or more
(621) 746-5360
foundation.catalyst@valuecapital.com
in linkedin.com/in/value-wave
Showing 1 of 1 owners & executives
Unlock allContacts
M
MICHAEL ANDREW MILINOVICH
Investment Advisor
- CRD
- #6442662
(662) 479-7624
vector.delta@quantumcapital.com
in linkedin.com/in/peak-north
J
JEFFREY BRYAN WIDDUP
Investment Advisor Representative
- CRD
- #2925573
(867) 605-5370
eagle.catalyst@capitalcapital.com
in linkedin.com/in/element-summit
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,169,397 | -- |
| Non-Discretionary | $0 | -- |
| Total | $106,169,397 | -- |
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Separately Managed Accounts
Total SMA Asset: $106,169,397
Public Funds:
46.5% Equity - Exchange:
42.0% Cash:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,117,976,589 | 46.5% |
| Equity - Exchange | $3,719,462,726 | 42.0% |
| Cash | $1,018,424,318 | 11.5% |
| Total | $8,855,863,633 | 100.0% |