Milliman Investment Management Services LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
292521
Registered since
July 3, 2019

Firm profile

FINTRX

Overview

Milliman Investment Management Services LLC is organized as a limited liability company and is listed in FINTRX as an SEC-registered investment adviser since 2019. The firm is identified as owned by a combination of a domestic entity and an individual and is categorized in the dataset as “Unclassified.” FINTRX flags the firm as not functioning as a capital allocator and not engaging as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser in the available record. The FINTRX entry for the firm contains limited descriptive detail about advisory activities, client types, or fee arrangements, so the record provides only a basic regulatory and organizational snapshot rather than a clear picture of client-facing services or investment positioning.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Joseph Omalley

    Joseph Omalley

    Senior SalespersonCRD 4399430

  • Glenn Schwalje

    Glenn Schwalje

    Senior ConsultantCRD 2441501

  • Robert Campbell

    FinOpCRD 1349154

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
71 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth