MCMILLAN OFFICE, INC.
Adviser information for MCMILLAN OFFICE, INC. last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
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Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 8 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 423 | $677.7M |
Non-Discretionary | 0 | $0 |
Total | 423 | $677.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 290 | $67.9M |
HNW Individuals | 129 | $581.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $12.4M |
Charitable organizations | <5 | $7.5M |
State or municipal gov entities | <5 | $8.5M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-72698 |
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SEC ERA File Number | 801-72698 |
SEC CIK Numbers | None |
SEC CRD Numbers | 157836 |
Legal Entity Identifier | None |
Principal Office
25875 JEFFERSON AVENUEST. CLAIR SHORES
MI
United States
Monday - Friday, 8:30 TO 4:30
Tel: 313-962-0787, Fax: 586-871-2888
Chief Compliance Officer
MICHAEL BACKMAN
PRESIDENT/CCO
25875 JEFFERSON AVENUE
ST. CLAIR SHORES
MI
United States
Tel:
313-962-0787
Fax:
586-871-2888
M*******@*****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BACKMAN, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER AND PRESIDENT | 01/2010 | > 75% |