Mill Creek Capital Advisors

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

161 Washington St Ste 1500, Conshohocken...

Phone Number

(610) 941-7700

Revenue

$6.9 Million

Industry

Finance Securities Trading

About Mill Creek Capital Advisors

Pathstone is a modern advisory firm dedicated to serving individuals, families, family offices, and institutions with significant wealth. They offer a comprehensive range of services including strategic financial planning, investment management, tax strategy, and family governance, all aimed at helping clients navigate the complexities of multigenerational wealth. With over 775 team members and more than $185 billion in assets under management, Pathstone emphasizes a personalized approach to align financial strategies with clients' preferred lives. Their mission is to provide clarity, confidence, and support through pivotal life moments, ensuring that clients can focus on what matters most to them.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Mill Creek Capital Advisors Org Chart

PhoneEmail
JC
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mill Creek Capital Adviso...

$6.9M
11-50
Private
<$5M
2006
JC
John CanningChief Compliance Officer
$51.6M
51-200
Private
<$5M
2004
LH
Lisa HayesFounder & CEO
$6.1M
11-50
Private
-
2015
Nicholas Kochanski, Managing Director at Crescent Grove Advisors
Nicholas KochanskiManaging Director
$5.3M
11-50
Private
<$5M
2001
BG
Brian GaffneyChief Operating Officer & Partner
<$5M
11-50
Private
-
2001
JL
Jennifer LovellCustomer Service Manager
Illustration of an envelope

Mill Creek Capital Advisors Tech Stack

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Frequently Asked Questions Regarding Mill Creek Capital Advisors

What is Mill Creek Capital Advisors's official website?
Mill Creek Capital Advisors's official website is www.millcreekcap.com
What is Mill Creek Capital Advisors's Revenue?
Mill Creek Capital Advisors's revenue is $6.9 Million
What is Mill Creek Capital Advisors's SIC code?
Mill Creek Capital Advisors's SIC: 62,628
What is Mill Creek Capital Advisors's NAICS code?
Mill Creek Capital Advisors's NAICS: 52,523
How many employees does Mill Creek Capital Advisors have?
Mill Creek Capital Advisors has 11-50 employees
What industry does Mill Creek Capital Advisors belong to?
Mill Creek Capital Advisors is in the industry of: Finance, Securities Trading
What is Mill Creek Capital Advisors competition?
Mill Creek Capital Advisors top competitors include: Perigon Wealth Management, Crescent Grove Advisors, Stonehaven, Durbin Bennett Private Wealth Management
What technology does Mill Creek Capital Advisors use?
Some of the popular technologies that Mill Creek Capital Advisors uses are: WordPress.org, Google Universal Analytics, Proofpoint, Trend Micro
How do I contact Mill Creek Capital Advisors?
Mill Creek Capital Advisors contact info: Phone number: (610) 941-7700 Website: www.millcreekcap.com
What does Mill Creek Capital Advisors do?

Pathstone is a modern advisory firm dedicated to serving individuals, families, family offices, and institutions with significant wealth. They offer a comprehensive range of services including strategic financial planning, investment management, tax strategy, and family governance, all aimed at helping clients navigate the complexities of multigene... rational wealth. With over 775 team members and more than $185 billion in assets under management, Pathstone emphasizes a personalized approach to align financial strategies with clients' preferred lives. Their mission is to provide clarity, confidence, and support through pivotal life moments, ensuring that clients can focus on what matters most to them.Read More

Is Mill Creek Capital Advisors a public company?
Mill Creek Capital Advisors is private company therefore does not currently have an official ticker symbol
See more information about Mill Creek Capital Advisors

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