|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| McMillan Office Inc
✚
|
|
|---|---|
| CRD # | 157836 |
| SEC # | 801-72698 |
| CIK # | |
| AUM | $787.2 M (2025-03-14) |
| Employees | 9 (11% Investors, 0% Brokers) |
| Phone | 313-962-0787 |
| Address | 25875 Jefferson Avenue St Clair Shores, MI 48081-2316 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283 | 71.2 |
| (b) Individuals (high net worth individuals) | 146 | 683.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 14.4 |
| (h) Charitable organizations | 0 | 9.0 |
| (i) State or municipal government entities | 0 | 8.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 433 | 787.2 |
| By Discretionary | ||
| Discretionary | 433 | 787.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 433 | 787.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 786.7 | |
| Total | 433 | 787.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
B&D White Capital Company LLC
✚
|
TX | 0.8 |
|
Horst & Graben Wealth Management LLC
✚
|
OR | 0.8 |
|
Cullen Investment Group Ltd
✚
|
LA | 0.8 |
|
Snowwater Investment Partners LLC
✚
|
0.8 | |
|
North Point Portfolio Managers Corporation
✚
|
OH | 0.8 |
|
93 Financial Group LLC
✚
|
MA | 0.8 |
|
Partners in Financial Planning LLC
✚
|
VA | 0.8 |
|
Clark Asset Management LLC
✚
|
0.8 | |
|
Pitcairn Wealth Advisors LLC
✚
|
PA | 0.8 |
|
CMH Wealth Management LLC
✚
|
NH | 0.8 |