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MILLINGTON FINANCIAL ADVISORS, LLC

222 S. Mill Street
Naperville, Illinois 60540
Tel: 630-922-7900

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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 StatusApproved
Firm CRD#156315
SEC#801-124802
Assets Managed by Firm$158,490,000
No. of Clients130
No. of Advisors4

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 ClientsAUM
Firm Total130$158,490,000
Individuals (other than high net worth individuals)58$17,780,000
High net worth individuals72$140,710,000

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