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Home > Retirement Planners > north carolina > concord > MILL CAPITAL MANAGEMENT, LLC
MILL CAPITAL MANAGEMENT, LLC
845 Church Street North
Concord, North Carolina 28025
Tel: 980-494-6455
About MILL CAPITAL MANAGEMENT, LLC
MILL CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MILL CAPITAL MANAGEMENT, LLC. The firm was established in 03/10/2021. They have over 1 offices throughout the country.
MILL CAPITAL MANAGEMENT, LLC is a Concord, North Carolina based Financial Planning firm with nearly $1,230,191,047 assets under management, offering retirement planning & investment advisory services to 261 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312798 |
| SEC# | 801-120478 |
| Assets Managed by Firm | $1,230,191,047 |
| No. of Clients | 261 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 261 | $1,230,191,047 |
| Individuals (other than high net worth individuals) | 10 | $3,457,075 |
| High net worth individuals | 73 | $632,501,689 |
| Charitable organizations | 7 | $593,766,032 |
| Corporations or other businesses | 1 | $466,251 |
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