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- Custodian
- AOS
- Clients
- Retail
- Platforms
- Frontier pathwayQuantum +more
- Established Date
- 06-18-2012
- Office Locations
- 1
Office Locations
About MLN Investments LLC
MLN Investments is an Illinois-based RIA offering tailored wealth management and customized portfolio management aligned to each client’s risk tolerance and income/wealth goals. The firm emphasizes education and personal guidance across life stages, using portfolios that primarily allocate to ETFs and publicly offered funds. Founded in 2012, it is led by Michael E. Lavelle Jr., a 25+ year veteran with prior CBOE and SEC regulatory enforcement experience.
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Owner & Executives
MICHAEL EDWARD LAVELLE JR.
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4184432
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,746,536 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,746,536 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,746,536
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $662,428,423 | 23.3% |
| Public Funds | $437,828,228 | 15.4% |
| Cash | $904,086,861 | 31.8% |
| Corporate - Investment Grade | $838,696,932 | 29.5% |
| Total | $2,843,040,444 | 100.0% |