|
⚲
|
| Keyboard |
| Milborn Advisors Ltd
✚
|
|
|---|---|
| CRD # | 291305 |
| SEC # | 801-136020 |
| CIK # | |
| AUM | 107.7 M (2026-05-08) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 414-585-0070 |
| Address | 301 N Broadway, Suite 203 Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 62.5 |
| (b) Individuals (high net worth individuals) | 17 | 44.0 |
| (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 | 1 | 0.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 659 | 107.7 |
| By Discretionary | ||
| Discretionary | 659 | 107.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 659 | 107.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.7 | |
| Total | 659 | 107.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Federmann Financial Advisors Inc
✚
|
NY | 108.2 M |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 108.1 M |
|
Schlosser Financial Services Inc
✚
|
108.0 M | |
|
Jayco Wealth Management Inc
✚
|
107.9 M | |
|
Whealthy Empowerment Network LLC
✚
|
107.8 M | |
|
The Financial Legacy Group LLC
✚
|
NC | 107.3 M |
|
Hogan Investment Counsel LLC
✚
|
TN | 107.2 M |
|
Hartley Advisors Corp
✚
|
107.2 M | |
|
Total Wealth Advisors LLC
✚
|
MN | 107.2 M |
|
RS Asset Management LLC
✚
|
CO | 107.2 M |