Millen Wealth Advisors

Finance · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Millen Wealth Advisors

Millen Wealth Advisors is a fee-based independent financial planning and investment management firm headquartered in London, Ontario. The company specializes in serving Canadian tech founders and high-earning tech employees, specifically those managing equity compensation such as RSUs, stock options, and ESPPs. It provides tailored services including compensation planning, corporate structure and tax optimization, cashflow modelling, and exit planning for founders, as well as registered plan optimization and risk review for employees. These services are delivered through a combination of a one-time comprehensive financial plan built using Conquest Planning software and ongoing portfolio management.Explore more
Millen Wealth Advisors's Social MediaPopular SearchesMillen Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Millen Wealth Advisors Org Chart

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Frequently Asked Questions Regarding Millen Wealth Advisors

What is Millen Wealth Advisors's official website?
Millen Wealth Advisors's official website is www.mwadvisors.ca
What is Millen Wealth Advisors's Revenue?
Millen Wealth Advisors's revenue is <$5 Million
What is Millen Wealth Advisors's SIC code?
Millen Wealth Advisors's SIC: 62,628
What is Millen Wealth Advisors's NAICS code?
Millen Wealth Advisors's NAICS: 52,523
How many employees does Millen Wealth Advisors have?
Millen Wealth Advisors has 1-10 employees
What industry does Millen Wealth Advisors belong to?
Millen Wealth Advisors is in the industry of: Finance, Securities Trading
What does Millen Wealth Advisors do?

Millen Wealth Advisors is a fee-based independent financial planning and investment management firm headquartered in London, Ontario. The company specializes in serving Canadian tech founders and high-earning tech employees, specifically those managing equity compensation such as RSUs, stock options, and ESPPs. It provides tailored services includi... ng compensation planning, corporate structure and tax optimization, cashflow modelling, and exit planning for founders, as well as registered plan optimization and risk review for employees. These services are delivered through a combination of a one-time comprehensive financial plan built using Conquest Planning software and ongoing portfolio management.Read More

What are Millen Wealth Advisors social media links?
Millen Wealth Advisors Linkedin page
Is Millen Wealth Advisors a public company?
Millen Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Millen Wealth Advisors

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