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Home > Retirement Planners > michigan > st clair shores > MCMILLAN OFFICE, INC.
MCMILLAN OFFICE, INC.
25875 Jefferson Avenue
St. Clair Shores, Michigan 48081-2316
Tel: 313-962-0787
About MCMILLAN OFFICE, INC.
MCMILLAN OFFICE, INC, formally registered with the SEC as MCMILLAN OFFICE, INC. The firm was established in 09/06/2011. They have over 1 offices throughout the country.
MCMILLAN OFFICE, INC. is a St. Clair Shores, Michigan based Financial Planning firm with nearly $677,659,871 assets under management, offering retirement planning & investment advisory services to 423 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157836 |
| SEC# | 801-72698 |
| Assets Managed by Firm | $677,659,871 |
| No. of Clients | 423 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 423 | $677,659,871 |
| Individuals (other than high net worth individuals) | 290 | $67,932,502 |
| High net worth individuals | 129 | $581,335,982 |
| Pension and profit sharing plans | Fewer than 5 clients | $12,385,551 |
| Charitable organizations | Fewer than 5 clients | $7,469,173 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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