161 Washington Street
Suite 1500
Conshohocken, Pennsylvania 19428
Tel: 610-941-7700
MILL CREEK CAPITAL ADVISORS, LLC, formally registered with the SEC as MILL CREEK CAPITAL ADVISORS, LLC. The firm was established in 09/19/2006. They have over 3 offices throughout the country.
MILL CREEK CAPITAL ADVISORS, LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $8,201,352,376 assets under management, offering retirement planning & investment advisory services to 2081 clients. The firm is staffed with 43 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 141470 |
SEC# | 801-67173 |
Assets Managed by Firm | $8,201,352,376 |
No. of Clients | 2081 |
No. of Advisors | 43 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2081 | $8,201,352,376 |
High net worth individuals | 333 | $5,284,975,905 |
Pension and profit sharing plans | 13 | $106,691,965 |
Charitable organizations | 49 | $1,903,901,975 |
Corporations or other businesses | 24 | $211,044,942 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in Conshohocken, Pennsylvania