THE MILLSTONE EVANS GROUP, LLC

4940 Pearl East Circle
Suite 302
Boulder, Colorado 80301
Tel: 720-728-2801

About THE MILLSTONE EVANS GROUP, LLC

THE MILLSTONE EVANS GROUP, LLC, formally registered with the SEC as THE MILLSTONE EVANS GROUP, LLC. The firm was established in 11/30/2020. They have over 4 offices throughout the country.

THE MILLSTONE EVANS GROUP, LLC is a Boulder, Colorado based Financial Planning firm with nearly $700,341,188 assets under management, offering retirement planning & investment advisory services to 3002 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311142
SEC#	801-119896
Assets Managed by Firm	$700,341,188
No. of Clients	3002
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (BLOGS AND PODCASTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3002	$700,341,188
Individuals (other than high net worth individuals)	519	$143,140,809
High net worth individuals	269	$545,236,008
Charitable organizations	11	$7,812,844
Corporations or other businesses	Fewer than 5 clients	$4,151,527

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