545 Boylston Street
8th Floor
Boston, Massachusetts 02116
Tel: 617-939-0030
MILLSTREET CAPITAL MANAGEMENT LLC, formally registered with the SEC as MILLSTREET CAPITAL MANAGEMENT LLC. The firm was established in 09/19/2012. They have over 1 offices throughout the country.
MILLSTREET CAPITAL MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,966,827,993 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 12 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161566 |
| SEC# | 801-77000 |
| Assets Managed by Firm | $2,966,827,993 |
| No. of Clients | 3 |
| No. of Advisors | 12 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $2,966,827,993 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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