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| McMillan Office Inc
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| CRD # | 157836 |
| SEC # | 801-72698 |
| CIK # | 0002109205 |
| AUM | 913.7 M (2026-03-25) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 313-962-0787 |
| Address | 25875 Jefferson Avenue St Clair Shores, MI 48081-2316 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002109205 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 94.3 | ||
| Apple Inc | 87.7 | ||
| Alphabet Inc | 51.7 | ||
| Microsoft Corp | 42.9 | ||
| Facebook Inc | 41.8 | ||
| Amazon Com Inc | 30.4 | ||
| AbbVie Inc | 17.1 | ||
| United Technologies Corp /DE/ | 16.5 | ||
| J P Morgan Chase & Co | 14.8 | ||
| Cisco Systems Inc | 12.5 | ||
| Johnson & Johnson | 12.0 | ||
| American Express Co | 11.5 | ||
| PepsiCo Inc | 11.3 | ||
| Capital One Financial Corp | 11.2 | ||
| Bank of America Corp /DE/ | 10.5 | ||
| Pfizer Inc | 9.8 | ||
| Procter & Gamble Co | 9.5 | ||
| Coca Cola Co | 9.0 | ||
| Fifth Third Bancorp | 7.7 | ||
| General Electric Co | 6.8 | ||
| Chevron Corp | 6.0 | ||
| GE Vernova Inc | 5.1 | ||
| Abbott Laboratories | 5.0 | ||
| Carrier Global Corp | 5.0 | ||
| Bristol Myers Squibb Co | 4.9 | ||
| Paypal Holdings Inc | 4.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 70.6 |
| (b) Individuals (high net worth individuals) | 160 | 806.0 |
| (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 | 16.6 |
| (h) Charitable organizations | 0 | 10.9 |
| (i) State or municipal government entities | 0 | 9.5 |
| (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 | 457 | 913.7 |
| By Discretionary | ||
| Discretionary | 457 | 913.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 457 | 913.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 913.2 | |
| Total | 457 | 913.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109205] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
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