MCMILLAN ANALYSIS CORPORATION

CRD 128920

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$33.1M

Discretionary AUM

$33.1M

Team

9 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Subscription fees; Performance-based fees; SEMINAR FEES; PUBLICATION FEES, EXPERT WITNESS FEES

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Yes

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Services

Portfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminarsFINANCIAL CONSULTING AND EXPERT WITNESS SERVICES

Client types

Type	Clients	AUM
Individuals	19	$5.6M
High net worth individuals	29	$17.7M
Pooled investment vehicles	1	$464K

All web addresses on file

Official SEC filing: View on IAPD