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MILLINGTON FINANCIAL ADVISORS, LLC
222 S. Mill Street
Naperville, Illinois 60540
Tel: 630-922-7900
About MILLINGTON FINANCIAL ADVISORS, LLC
MILLINGTON FINANCIAL ADVISORS, LLC, formally registered with the SEC as MILLINGTON FINANCIAL ADVISORS, LLC. The firm was established in 04/29/2022. They have over 1 offices throughout the country.
MILLINGTON FINANCIAL ADVISORS, LLC is a Naperville, Illinois based Financial Planning firm with nearly $158,490,000 assets under management, offering retirement planning & investment advisory services to 130 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156315 |
| SEC# | 801-124802 |
| Assets Managed by Firm | $158,490,000 |
| No. of Clients | 130 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 130 | $158,490,000 |
| Individuals (other than high net worth individuals) | 58 | $17,780,000 |
| High net worth individuals | 72 | $140,710,000 |
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