Millar Financial Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

39560 Stevenson Pl Ste 111, Fremont, Cal...

Phone Number

(510) 792-9395

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Millar Financial Group

Millar Financial Group, 39560 Stevenson Place Suite #111, Fremont, CA 94539(510) 792-9395 Investment Advisory Services offered through Millar Financial Group, an Independent Registered Investment Advisor Securities are offered through Raymond James Financial Services, Inc. Member FINRA / SIPC / Privacy Policy See our Client Relationship Summary as well as our company brochure and Form ADV for a full description of our team's relationship with Raymond James and services we offer as a Registered Investment Advisor. Check the background of this firm on FINRA's BrokerCheck here. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicaRead more
Popular SearchesMillar Financial Group111 Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Millar Financial Group Org Chart

PhoneEmail
KL
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President & Cfp Cepa Wealth Planning Principa...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Millar Financial Group

$5.9M
11-50
Private
-
2020
KL
Kenneth LeungPresident & Cfp Cepa Wealth Planning Principal & Strategist
$5.5M
11-50
Private
-
2015
N/A
<$5M
1-10
Private
-
2012
MM
Mia McCorkleManager, Client Services
<$5M
1-10
Private
-
1988
GT
Glenn ToussaintPresident & Founder
<$5M
1-10
Private
-
1990
DH
Dawn HallChief Operating Officer
<$5M
1-10
Private
-
1995
Michael Mulling, President & Chief Executive Officer at Stonewall Asset Management
Michael MullingPresident & CEO
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Millar Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Millar Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Millar Financial Group.

Millar Financial Group Tech Stack

A closer look at the technologies used by Millar Financial Group

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Frequently Asked Questions Regarding Millar Financial Group

What is Millar Financial Group's official website?
Millar Financial Group's official website is www.millarfinancialgroup.com
What is Millar Financial Group's Revenue?
Millar Financial Group's revenue is $5.9 Million
What is Millar Financial Group's SIC code?
Millar Financial Group's SIC: 62,628
What is Millar Financial Group's NAICS code?
Millar Financial Group's NAICS: 52,523
How many employees does Millar Financial Group have?
Millar Financial Group has 11-50 employees
What industry does Millar Financial Group belong to?
Millar Financial Group is in the industry of: Finance, Securities Trading
What is Millar Financial Group competition?
Millar Financial Group top competitors include: Toussaint Financial Associates, Fleishel Financial Associates, Wealth Advisory Services, Stonewall Asset Management
What technology does Millar Financial Group use?
Some of the popular technologies that Millar Financial Group uses are: NS1, Squarespace
How do I contact Millar Financial Group?
Millar Financial Group contact info: Phone number: (510) 792-9395 Website: www.millarfinancialgroup.com
What does Millar Financial Group do?

Millar Financial Group, 39560 Stevenson Place Suite #111, Fremont, CA 94539(510) 792-9395 Investment Advisory Services offered through Millar Financial Group, an Independent Registered Investment Advisor Securities are offered through Raymond James Financial Services, Inc. Member FINRA / SIPC / Privacy Policy See our Client Relationship Summary as... well as our company brochure and Form ADV for a full description of our team's relationship with Raymond James and services we offer as a Registered Investment Advisor. Check the background of this firm on FINRA's BrokerCheck here. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Millar Financial Group is not a broker/dealer and is independent of Raymond James Financial Services, Inc.Read More

Is Millar Financial Group a public company?
Millar Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Millar Financial Group

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