THE MILLSTONE EVANS GROUP, LLC

4999 Pearl East Circle
Suite 200
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 2 offices throughout the country.

THE MILLSTONE EVANS GROUP, LLC is a Boulder, Colorado based Financial Planning firm with nearly $623,148,401 assets under management, offering retirement planning & investment advisory services to 2245 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311142
SEC#	801-119896
Assets Managed by Firm	$623,148,401
No. of Clients	2245
No. of Advisors	12

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2245	$623,148,401
Individuals (other than high net worth individuals)	419	$137,328,587
High net worth individuals	157	$477,184,795
Charitable organizations	9	$8,186,779
Corporations or other businesses	2	$448,240

Inquire with THE MILLSTONE EVANS GROUP, LLC

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