MILLBANK DARTMOOR PORTSMOUTH LLC

22 South Pack Square
Suite 401
Asheville, North Carolina 28801
Tel: 828-499-7222

About MILLBANK DARTMOOR PORTSMOUTH LLC

MILLBANK DARTMOOR PORTSMOUTH LLC, formally registered with the SEC as MILLBANK DARTMOOR PORTSMOUTH LLC. The firm was established in 11/06/2020. They have over 1 offices throughout the country.

MILLBANK DARTMOOR PORTSMOUTH LLC is a Asheville, North Carolina based Financial Planning firm with nearly $213,021,763 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311046
SEC#	801-119757
Assets Managed by Firm	$213,021,763
No. of Clients	4
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (PENSIONS, FOUNDATIONS, ENDOWMENTS AND QUALIFIED PURCHASERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$213,021,763
Pension and profit sharing plans	Fewer than 5 clients	$76,854,899
Corporations or other businesses	Fewer than 5 clients	$135,184,124

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