Mcmillen & Company, Inc. (Boise)

Mcmillen & Company, Inc. is an adviser based in Boise. It manages $69.88 million of regulatory assets for 215 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Idaho, Texas, and Washington.

Mcmillen & Company provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcmillen & Company: assets under management

The assets under management (AUM) of Mcmillen & Company, Inc. is $69.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $69.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcmillen & Company, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mcmillen & Company, Inc.

Mcmillen & Company, Inc. is owned by Mike Mcmillen. Anthony Lawrence Baruffi has served as the Chief Investment Officer since 1 Jan 2014. Sara Patterson joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mike Mcmillen	Principal/owner	1 May 2006	75% - 100%	1952020
Brandee Lynn Schuelke	Chief compliance officer	1 Jul 2006	Other	2942693
Sara Patterson	Principal	1 Aug 2006	25% - 50%	5276373
Anthony Lawrence Baruffi	Chief investment officer	1 Jan 2014	Other	4885067

Based in Boise

The principal office where Mcmillen & Company, Inc. performs its advisory services is located at 350 North 9 Th Street, Boise, ID 83702, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.