334 Pemberwick Road
2nd Floor
Greenwich, Connecticut 06831-4240
Tel: 203-987-3500
MILL ROAD CAPITAL, formally registered with the SEC as MILL ROAD CAPITAL. The firm was established in 03/05/2012. They have over 1 offices throughout the country.
MILL ROAD CAPITAL is a Greenwich, Connecticut based Financial Planning firm with nearly $827,442,739 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 13 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157095 |
| SEC# | 801-73642 |
| Assets Managed by Firm | $827,442,739 |
| No. of Clients | 5 |
| No. of Advisors | 13 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $827,442,739 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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