Mill Creek Capital Advisors, LLC
Mill Creek Capital Advisors, LLC (CRD# 141470) is a financial advisory firm headquartered in Conshohocken, PA. They manage $8,201,352,376 in 2,081 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management8,201MILLION
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Total Number of Accounts2,081ACCOUNTS
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Average Account Value$3,941,063
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, MA, MD, NJ, NY, OH, PA, TX, VT
Michael Jordan (CRD# 2289638) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 31 years of experience in the finance industry.
Kevin Keating (CRD# 4451398) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 17 years of experience in the finance industry.
David Logan (CRD# 3046639) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 26 years of experience in the finance industry.
Richard Lunsford (CRD# 3270507) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 24 years of experience in the finance industry.
Brian Maxwell (CRD# 1863994) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 35 years of experience in the finance industry.
Samuel McFall (CRD# 4858644) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 19 years of experience in the finance industry.
Katie Poole (CRD# 5196509) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 15 years of experience in the finance industry.
Jaclyn Shaughnessy (CRD# 5944309) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 12 years of experience in the finance industry.
Richard Stevens (CRD# 2600585) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 27 years of experience in the finance industry.
Kerry Weinstein (CRD# 6442491) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 8 years of experience in the finance industry.