Mcmillenbuckley, Inc. (Boise)

Mcmillenbuckley, Inc. is a large advisory firm based in Boise. It manages $32.8 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, California, Idaho, Oregon, and Washington.

Mcmillenbuckley provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcmillenbuckley: assets under management

The assets under management (AUM) of Mcmillenbuckley, Inc. is $32.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $32.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $262.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcmillenbuckley, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mcmillenbuckley, Inc.

Mark Kenneth Gustafson has been acting as President since 1 Jan 2004. Mike Mcmillen joined the executive team most recently as the Co President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mike Mcmillen	Co-president	1 Nov 2002	50% - 75%	1952020
John Timothy Buckley	Co-president	1 Nov 2002	50% - 75%	1961409
Mark Kenneth Gustafson	President	1 Jan 2004	25% - 50%	4784112

Based in Boise

The principal office where Mcmillenbuckley, Inc. performs its advisory services is located at 910 W. Main Street, Boise, ID 83702, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.