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Mill Creek Investment Management

Headquartered in SALT LAKE CITY, UT

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Firm Information

Mill Creek Investment Management is an investment advisor with 1 Investment Adviser Representatives. The firm manages approximately $10 million in regulatory assets under management. Mill Creek Investment Management provides portfolio management services for businesses and individuals.

Mill Creek Investment Management

$10.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

MILL CREEK INVESTMENT MANAGEMENT has a total of 1 branch locations across the country.
location

SALT LAKE CITY, UT

Advisors at Mill Creek Investment Management

View All 1 Advisors
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Matthew Asher Ross

CFA®, RA

SALT LAKE CITY, UT

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Disclosures

There are no public disclosures for Mill Creek Investment Management.

Frequently Asked Questions (5)

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