Mcmillen & Company, Inc.

Overview

Mcmillen & Company, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its core advisory activity is portfolio management for individuals and small businesses. The firm's filings indicate a clear preference for equity allocations; it does not identify itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives