MILNE FINANCIAL PLANNING, INC.

MILNE FINANCIAL PLANNING, INC. of SAINT JOHNSBURY, VT is an SEC-registered investment adviser (CRD 116346). Regulatory assets under management: $111.3M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

NameRoleLocation
James Douglas MilneMANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER

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