Mills Financial Services LLC

Overview

Mills Financial Services LLC is an independent, individually owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses and also operates as an insurance broker. Its fee model includes percentage-of-AUM billing and fixed fees. The adviser does not describe itself as an active ESG investor and is not positioned as a multi-state or pension consulting firm.

Assets & Accounts

Public Holdings

Investments & Alternatives