Charles
Millington

Millington Financial Advisors, LLC

CRD#7852122
Investment Advisor
in Naperville, IL

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About this Advisor

Charles Millington is a financial advisor based in Naperville, Illinois, working with Millington Financial Advisors, LLC. Charles has previously held positions at Millington Financial Advisors LLC, Blono Pizza, Outback Steakhouse, Taps And Tenders, and was a full-time student. Charles has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Charles is part of Millington Financial Advisors, LLC, which operates out of Naperville, Illinois. The firm has 4 employees and manages assets totaling $158.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Millington Financial Advisors, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

222 S. Mill Street
Naperville, IL 60540

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Millington Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$158,490,000

IL Average: $6,674,516,078
Total Number of Employees

4

IL Average: 44
Total Number of Accounts

130

IL Average: 2,564
Average Account Size

$1,219,154

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Charles Millington Work History

2023 - Present (1 year)

Blono Pizza

2020 - Present (4 years)

Full Time Student

2023 - 2023 (< 1 year)

Millington Financial Advisors LLC

2022 - 2022 (< 1 year)

Millington Financial Advisors LLC

2021 - 2021 (< 1 year)

Outback Steakhouse

2020 - 2020 (< 1 year)

Taps And Tenders

2013 - 2020 (7 years)

Full Time Student

Disclosures

Please visit the SEC profile of Charles Millington 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 Millington Financial Advisors, LLC

Charles Millington
Naperville, IL
David Krist
Naperville, IL
Charles Millington
Naperville, IL
Ryan Vest
Downers Grove, IL
Charles Millington
Naperville, IL

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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