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Millie Capital Management

1991 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services. The company's investment advisory services include investment planning, personal portfolio management, asset management, wealth management and other related services, enabling the high net worth individuals to manage their wealth and investments.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Other Financial Services
Primary Office
  • 2333 San Ramon Valley Boulevard
  • Suite160
  • San Ramon, CA 94583
  • United States

Millie Capital Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Millie Capital Management Executive Team (1)

Name Title Board
Seat
Contact
Info
Ross Millie Founder & Managing Director