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MILBORN ADVISORS, LTD
CRD 291305 · SEC 801-136020
301 N. BROADWAY, SUITE 203, MILWAUKEE, WI, 53202, United States
Phone
414-585-0070
Fax
414-585-9677
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.7M
Discretionary AUM
$107.7M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $62.5M |
| High net worth individuals | 17 | $44.0M |
| Pension/profit sharing plans | 1 | $593K |
| Corporations/business entities | 2 | $593K |
States served
IL, MN, WI, TX
All web addresses on file
Official SEC filing: View on IAPD