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MILL CREEK CAPITAL ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#141470
SEC#801-67173
Assets Managed by Firm$8,201,352,376
No. of Clients2081
No. of Advisors43

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 ClientsAUM
Firm Total2081$8,201,352,376
High net worth individuals333$5,284,975,905
Pension and profit sharing plans13$106,691,965
Charitable organizations49$1,903,901,975
Corporations or other businesses24$211,044,942

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