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 $7,876,358,125 assets under management, offering retirement planning & investment advisory services to 385 clients. The firm is staffed with 39 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 141470 |
SEC# | 801-67173 |
Assets Managed by Firm | $7,876,358,125 |
No. of Clients | 385 |
No. of Advisors | 39 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 385 | $7,876,358,125 |
High net worth individuals | 323 | $4,417,645,212 |
Pension and profit sharing plans | 23 | $915,318,869 |
Charitable organizations | 49 | $1,679,486,724 |
Corporations or other businesses | 23 | $189,512,973 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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