MILLS FINANCIAL GROUP

MILLS FINANCIAL GROUP is an SEC-registered investment adviser (CRD 317444). Regulatory assets under management: $146K.

Registration

• CRD: 317444
• Type: Registered investment adviser
• Phone: 530-755-6345
• Latest filing: 2026-05-04
• Regulatory AUM: $146K
• Discretionary AUM: $146K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Subscription.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317444 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search