Mcmillen & Company, Inc.

Overview

Mcmillen & Company, Inc. is an independent, privately owned registered investment adviser operating as a corporation that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients on a fee basis, charging a percentage of assets under management. Its practice emphasizes direct portfolio management rather than acting as a capital allocator to external managers. The adviser is state-registered in Idaho and Washington and does not market itself as an active ESG investor. Advisory activity is centered on discretionary portfolio management; the firm does not identify as a pension consultant or related-adviser aggregator.

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Public Holdings

Investments & Alternatives

Location & Offices