McMillan Asset Management

EST. AUM
$33,083,195

CONTACTS
4

CLIENT ACCOUNTS
60

Firm Details

Metro area New York City
CRD Number 128920
Website mcmillanasset.com
Client types

Overview

McMillan Asset Management is an independent registered investment advisory firm providing wealth management and portfolio management services to individuals, families, and institutional clients. The firm focuses on delivering customized investment strategies aligned with clients’ long-term financial goals, risk tolerance, and income requirements. Its investment approach emphasizes disciplined asset allocation, diversification, and ongoing portfolio oversight within a fiduciary framework.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McMillan Asset Management

Platform Details

Investment Preferences

Alternative Activity

Address

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