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- Custodian
- Charles Schwab & Company · Etrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2022
- Office Locations
- 1
Office Locations
About Mills Financial Group
Mills Financial Group is a founder-led RIA in Yuba City, CA, providing fiduciary financial planning and investment management for individuals and small business owners, with roots in nearly 20 years of finance and tax experience. Portfolios emphasize ETFs and fixed income/cash allocations with active, risk-managed construction. Client engagement is flexible—in person, virtual, or at-home—with custody supported through Schwab.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
Michael Preston Mills
ADVISOR, Chief Compliance Officer, Owner
- CRD
- #7463243
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,396 | -- |
| Non-Discretionary | $0 | -- |
| Total | $146,396 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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