Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > colorado > boulder > THE MILLSTONE EVANS GROUP, LLC
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 |
More Retirement Planning firms in Boulder, Colorado:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
| $64,880,528,684 | 154 | 305 | |
| $24,019,792,910 | 7 | 64 |
Explore More Retirement Advisors in Boulder, Colorado