THE MILLSTONE EVANS GROUP, LLC
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 311142
- Registered since
- November 30, 2020
- Website
- www.millstoneevansgroup.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.01%
- Individuals14.72%
- Charitable Organizations1.23%
- Corporations / Businesses1.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Millstone Evans Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves both individual/family and institutional clients and is owned by an individual principal. In addition to traditional advisory services, the firm acts as a capital allocator and operates an insurance brokerage. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, manager selection, and client education through publications and seminars. Fee arrangements include both percentage-of-AUM and fixed-fee models. The firm identifies as an active ESG investor and incorporates environmental, social, and governance considerations into its investment approach.
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities28%
- Cash & Cash Equivalents14%
- State & Local Bonds3%
- US Government Bonds2%
Owners & executives
3 of 3RYAN KERN
Chief Operating OfficerCRD 4199268
Byron Wilson
Chief Compliance OfficerCRD 4014776
MARTIAL FRINDETHIE
Chief Operating OfficerCRD 6012617
Contacts
3 of 5Madeline Stutz
Investment Adviser RepresentativeCRD 7820250
ANNA TODOROVA
Director of OperationsCRD 5832839
TONI NOTO
Planning SpecialistCRD 1454948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 316Active vs passive
$54.3M in ETFs
76%
$41.1M
19%
$13.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF (IWS) | BlackRock | Passive | Mid Cap Value | $3.3M | 22,353 | 5.99% |
Location
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 4940 Pearl East Cir
- Time zone
- MT (UTC-7)
- Office locations
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