Mcmillan Analysis Corporation

RIASEC Registered

Total AUM

$33.1M

Discretionary

$33.1M

100% of AUM

Avg account

$551K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 128920
Website: www.mcmillanasset.com
Custodians: INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Performance Based Fees, Other
Client types: HNWI53.64%
Individuals16.89%
Corporations / Businesses16.19%
Other Investment Advisers11.88%
Pooled Investment Vehicles1.4%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mcmillan Analysis Corporation is an individually owned corporate advisor serving both individual/family and institutional clients. The firm provides portfolio management for individuals, small businesses and institutions, and supplements advisory work with publications and educational seminars or workshops. It is registered as engaging in CPO/CTA activities and offers a variety of client fee arrangements, including percentage-of-AUM, hourly, subscription and performance-based fees. The firm reports no active ESG investing program and identifies as a non–multi-state adviser in its profile. Its business model combines discretionary portfolio management with content-driven services (newsletters/periodicals and training).