MILLS FINANCIAL SERVICES LLC

Overview

Mills Financial Services LLC is an independent, individual-owned RIA that serves retail clients—primarily individuals and families, along with some small-business relationships. The firm combines fee-based advisory work (both percentage-of-AUM and fixed-fee engagements) with insurance brokerage activity; its advisory services include financial planning and portfolio management for individuals and small businesses. Mills reports it is not an active ESG investor and is not a multi-state adviser. The firm is not positioned as a capital allocator to subadvisors, but it does use third-party investment vehicles in client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices