$111.3M Total AUM
$108.0M Disc. AUM
-- 3Y CAGR
3 Employees
131 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Catalyst elementNorth meridian
- Established Date
- 06-15-1995
- Office Locations
- 1
Office Locations
20 West Canal ST Suite C13 Winooski VT
About Milne Financial Planning, Inc.
Milne Financial Planning is a Vermont-based boutique RIA offering both one-time, advice-only planning engagements and ongoing portfolio implementation/management. Works with individuals (including retirees) on financial planning, asset allocation and risk management, with portfolios commonly built using mutual funds and ETFs. Custody includes Charles Schwab, and the firm pledges to act in clients’ best interest.
Team overview
-- AVG AGE
$111.3M AVG AUM / ADVISOR
$849.8K AVG AUM / CLIENT
31 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Oak value Oak atlas
Client Personas
Insight
Custodian
Oak Signal legacy Matrix vertex
Investment Themes
Vector Catalyst Value ember
Investment Vehicles
Glacier meridian
Services
Pioneer Catalyst momentum Vertex Prime Vertex Foundation peak Insight insight Crest radial Momentum value Vital pioneer Delta foundation Meridian
Technology
North Capital crest
Owner & Executives
J
JAMES DOUGLAS MILNE
Chief Compliance Officer, Founder, President, PRINCIPAL
- CRD
- #2358140
- Ownership
- 75% or more
(369) 457-3875
frontier.pioneer@deltacapital.com
in linkedin.com/in/vector-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,044,211 | -- |
| Non-Discretionary | $3,276,959 | -- |
| Total | $111,321,170 | -- |
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Separately Managed Accounts
Total SMA Asset: $111,321,170
Public Funds:
15.1% Equity - Exchange:
11.1% Cash:
15.6% Corporate - Investment Grade:
28.1% Municipal Bonds:
23.9% U.S. Government/Agency:
6.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $938,803,955 | 15.1% |
| Equity - Exchange | $690,114,166 | 11.1% |
| Cash | $969,890,179 | 15.6% |
| Corporate - Investment Grade | $1,747,045,771 | 28.1% |
| Municipal Bonds | $1,485,921,492 | 23.9% |
| U.S. Government/Agency | $385,469,172 | 6.2% |
| Total | $6,217,244,735 | 100.0% |