Bradley
Michalchuk
The Millstone Evans Group, LLC
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About this Advisor
Bradley Michalchuk is a financial advisor based in Boulder, Colorado, working with The Millstone Evans Group, LLC. Bradley has previously held positions at Maia Wealth, The Anschutz Corporation, Pioneer Natural Resources, The Millstone Evans Group, and The Millstone Evans Group, LLC. Bradley has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Bradley is part of The Millstone Evans Group, LLC, which operates out of Boulder, Colorado. The firm has 3 offices and 10 employees. The firm manages assets totaling $700.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Millstone Evans Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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The Millstone Evans Group, LLC Brokerage Details
$700,341,188
10
3,002
$233,292
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Bradley Michalchuk Work History
The Millstone Evans Group
The Millstone Evans Group, LLC
Maia Wealth
The Anschutz Corporation
Pioneer Natural Resources
Disclosures
Please visit the SEC profile of Bradley Michalchuk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Millstone Evans Group, LLC
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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