Millington Financial Advisors LLC

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Assets, Funds, Holdings

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Millington Financial Advisors LLC
CRD #156315
SEC #801-124802
CIK #0001924615
AUM $224.4 M (2025-03-18)
Employees 7 (57% Investors, 0% Brokers)
Phone630-922-7900
Address222 S Mill Street
Naperville, IL 60540
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
Global MOFY Metaverse Ltd 7.1
Microsoft Corp 3.7
Nvidia Corp 3.2
Quanta Services Inc 3.2
Oracle Corp 2.9
Bank of New York Mellon Corp 2.9
Mueller Industries Inc 2.9
Intl FCStone Inc 2.8
UFP Technologies Inc 2.8
Expedia Inc 2.5
View All
Holdings by Sector ($M)
200160120804002023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 133 95.6
(b) Individuals (high net worth individuals) 38 128.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 497 224.4
By Discretionary
Discretionary 480 213.1
Non-Discretionary 17 11.3
Total 497 224.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 224.4
Total 497 224.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001924615]
Comparable Firms State AUM ($B)
Innova Wealth Partners LLC
PA 0.2
Vital Investment Management LLC
CO 0.2
Abich Financial Wealth Management LLC
VA 0.2
Slocum Gordon & Co LLP
RI 0.2
Davis Capital Management LLC
FL 0.2
Portfolio Advisors Inc
CA 0.2
Schaeffer Financial LLC
MD 0.2
Plotkin Financial Advisors LLC
MD 0.2
Endeavor Wealth Advisors LLC
OH 0.2
HFG Advisors Inc
WA 0.2
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