THE MILLSTONE EVANS GROUP, LLC - Financial Advisor in Colorado, Boulder

Tel: 720-728-2801 4940 Pearl East Circle Suite 302 Boulder, Colorado 80301

About THE MILLSTONE EVANS GROUP, LLC

THE MILLSTONE EVANS GROUP, LLC is a Boulder, Colorado based financial advisory firm with nearly $700,341,188 in assets under management and provides investment advisory services for 3002 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

311142

Firm SEC#:

801-119896

Assets Under Management:

$700,341,188

No. of Clients:

3002

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (BLOGS AND PODCASTS)

Fee Structure:

A percentage of AUM, Fixed fees

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