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THE MILLSTONE EVANS GROUP, LLC
CRD 311142 · SEC 801-119896
4940 PEARL EAST CIRCLE, SUITE 302, BOULDER, CO, 80301, United States
Phone
720-728-2801
Fax
866-522-9588
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$893.3M
Discretionary AUM
$893.3M
Team
8 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminarsBLOGS AND PODCASTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 420 | $131.5M |
| High net worth individuals | 210 | $741.6M |
| Charitable organizations | 12 | $11.0M |
| Corporations/business entities | 12 | $9.3M |
States served
VT, AZ, CA, CO, DE, DC, GA, IL, ME, MD, MA, MI, MN, NJ, NM, NY, NC, OR, PA, TN, VA, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD