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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Kenneth Gustafson has been acting as President since 1 Jan 2004. Mike Mcmillen joined the executive team most recently as the Co President.
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.
You can reach the main office by calling the phone number (208) 368-9600. The normal business hours are 7:30 a.m. - 4:30 p.m. on Monday - Friday.