MILL CREEK CAPITAL ADVISORS, LLC

161 Washington Street
Suite 1500
Conshohocken, Pennsylvania 19428
Tel: 610-941-7700

About MILL CREEK CAPITAL ADVISORS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	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

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