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David James Logan

Mill Creek Capital Advisors, LLC

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About David James Logan

David James Logan is a financial advisor with Mill Creek Capital Advisors, LLC. David is registered as an Investment Advisor Representative in Pennsylvania. David is also a Chartered Financial Analyst. David has been working with Mill Creek Capital Advisors, LLC since September 2006. David has a total of 10 clients. David specializes in Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals. David has experience working at Nuveen Investments as well.

Firm Information

David Logan is currently registered with Mill Creek Capital Advisors, LLC. Mill Creek Capital Advisors, LLC is an investment advisor headquartered in Conshohocken, Pennsylvania. The firm manages approximately $8.2 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
Mill Creek Capital Advisors, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$8.20B

Assets Under Management

10

Total Clients

27

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David Logan’s Registration & Firm History

PA

03/19/2010 - Present

Mill Creek Capital Advisors, LLC (CONSHOHOCKEN PA)

IL

10/28/1999 - 09/06/2000

NUVEEN INVESTMENTS (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 05/18/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David James Logan.
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