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Home > Retirement Planners > pennsylvania > berwyn > MILLRACE ASSET GROUP, INC.
MILLRACE ASSET GROUP, INC.
1205 Westlakes Drive
Suite 375
Berwyn, Pennsylvania 19312
Tel: 610-251-2820
About MILLRACE ASSET GROUP, INC.
MILLRACE ASSET GROUP, INC, formally registered with the SEC as MILLRACE ASSET GROUP, INC. The firm was established in 01/12/2010. They have over 1 offices throughout the country.
MILLRACE ASSET GROUP, INC. is a Berwyn, Pennsylvania based Financial Planning firm with nearly $194,091,122 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136907 |
| SEC# | 801-70920 |
| Assets Managed by Firm | $194,091,122 |
| No. of Clients | 3 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Other (GENERAL PARTNER RECEIVES PERFORMANCE ALLOCATION)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $194,091,122 |
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