Milieu Personal Finance LLC
RIAState Registered
Total AUM
$387K
Discretionary
$387K
100% of AUM
Avg account
$193K
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331723
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Milieu Personal Finance LLC is a Michigan-registered limited liability company that provides financial planning, portfolio management for individuals and small businesses, and adviser selection services. The firm is organized under individual ownership and identifies as a capital allocator that charges fixed fees for its advisory work. Milieu reports being an active ESG investor, and its stated activity mix indicates a focus on direct portfolio management and connecting clients with external managers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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