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MILLS FINANCIAL GROUP
MILLS, MICHAEL PRESTON
CRD 317444
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$146K
Discretionary AUM
$146K
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Sole Proprietorship
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $146K |
All web addresses on file
Official SEC filing: View on IAPD