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Andrew Patrick Millette

Akre Capital Management, LLC

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About Andrew Patrick Millette

Andrew Millette is an investment advisor representative with Akre Capital Management, LLC, located in Middleburg, Virginia. Andrew has been in the industry since 2015 and is registered with the state of Virginia. Andrew holds the Series 63, Series 65, Series 79, and SIE exams. Andrew focuses on providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Prior to joining Akre Capital Management, LLC, Andrew worked at Deutsche Bank Securities Inc. in New York. Andrew also has experience working at Clarion Capital Partners, LLC in New York. Andrew holds a degree from Boston College.

Firm Information

Andrew Millette is currently registered with Akre Capital Management, LLC. Akre Capital Management, LLC is an investment advisor headquartered in MIDDLEBURG, VA. They manage over $14.78 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and investment companies. They provide portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
Akre Capital Management, LLC

2 WEST MARSHALL STREET

MIDDLEBURG, VA 20117

$14.78B

Assets Under Management

Not reported

Total Clients

6

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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Andrew Millette’s Registration & Firm History

VA

04/19/2021 - Present

Akre Capital Management, LLC (Middleburg VA)

NY

09/03/2015 - 10/26/2016

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/15/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Patrick Millette.
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