MCMILL CPA AND ADVISORS - Financial Advisor in Nebraska, Norfolk

Tel: 402-371-1160 125 South 4th Street Norfolk, Nebraska 68701

About MCMILL CPA AND ADVISORS

MCMILL CPA AND ADVISORS is a Norfolk, Nebraska based financial advisory firm with nearly $640,910,667 in assets under management and provides investment advisory services for 3896 clients. There are currently 50 financial advisors at the firm.

General Information

Firm CRD#:

129015

Firm SEC#:

801-64153

Assets Under Management:

$640,910,667

No. of Clients:

3896

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Nebraska, Norfolk

FirmCRD#:137080

SEC#:801-65977

No. of Advisors:60

No. of Clients:3482

AUM:$2,782,818,058

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

WEALTH MANAGEMENT

137080

801-65977

3482

$2,782,818,058

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