Millington Financial Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Millington Financial Advisors LLC
✚
CRD #156315
SEC #801-124802
CIK #0001924615
AUM 291.4 M (2026-03-31)
Employees 11 (45% Investors, 0% Brokers)
Fees
Minimum
Phone630-922-7900
Address55 Shuman Blvd
Naperville, IL 60563
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
3002401801206002010201520212027
Sector Form 13F Holdings Value ($M)
Global MOFY Metaverse Ltd 8.7
Intl FCStone Inc 4.8
Quanta Services Inc 4.7
Nvidia Corp 4.7
Mueller Industries Inc 4.4
Microsoft Corp 3.3
Corteva Inc 3.3
Expedia Inc 3.1
Incyte Corp 2.7
FirstEnergy Corp 2.6
View All
Holdings by Sector ($M)
2502001501005002022202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 145 122.9
(b) Individuals (high net worth individuals) 42 168.4
(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 554 291.4
By Discretionary
Discretionary 534 279.2
Non-Discretionary 20 12.1
Total 554 291.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 291.4
Total 554 291.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001924615]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail, Research
Comparable Firms State AUM
Birchbrook
✚
ME 296.5 M
Private Portfolios Inc
✚
CA 293.5 M
Saybrook Wealth Group Inc
✚
CT 292.1 M
Retirement Portfolios LLC
✚
KS 290.0 M
PFG Private Wealth Management LLC
✚
FL 289.0 M
Traction Financial Partners LLC
✚
WY 288.4 M
Innova Wealth Partners LLC
✚
PA 288.2 M
Kanani Advisory Group Inc
✚
CA 288.2 M
Optivise Advisory Services LLC
✚
TN 287.9 M
Teeple Wealth Management LLC
✚
IN 287.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com