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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-25-2018
- Office Locations
- 1
Office Locations
About Mills Financial Services LLC
Mills Financial Services LLC is a Tehachapi, CA-based retail RIA led by managing member Thomas Patrick Mills. Provides financial planning and portfolio management with tax and estate planning support plus insurance/annuity guidance. Portfolios are implemented primarily with ETFs (98% of reported SMA assets), emphasizing active management, asset allocation, and risk management; custody includes Trade-PMR and Wells Fargo.
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Owner & Executives
THOMAS PATRICK MILLS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4191731
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $837,092,212 | 62.2% |
| Cash | $508,715,203 | 37.8% |
| Total | $1,345,807,415 | 100.0% |