Falists
← Back to search

MILL CREEK CAPITAL ADVISORS, LLC

CRD 141470 · SEC 801-67173

Visit website

161 WASHINGTON STREET, SUITE 1500, CONSHOHOCKEN, PA, 19428, United States

Phone

610-941-7700

Fax

610-941-9792

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$10.47B

Discretionary AUM

$10.44B

Team

42 total employees; 29 advisory reps; 11 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
High net worth individuals365$7.23B
Pooled investment vehicles4$762.0M
Pension/profit sharing plans17$117.9M
Charitable organizations48$2.13B
Corporations/business entities28$225.3M

States served

VT, CA, DE, DC, GA, MD, MA, NJ, NY, OH, PA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD