Michael
Jordan

Mill Creek Capital Advisors, LLC

CRD#2289638
Investment Advisor
in Conshohocken, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Jordan is a financial advisor based in Conshohocken, Pennsylvania, working with Mill Creek Capital Advisors, LLC. Michael has previously held a position at Mill Creek Capital Advisors, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Michael is part of Mill Creek Capital Advisors, LLC, which operates out of Conshohocken, Pennsylvania. The firm has 2 offices and 43 employees. The firm manages assets totaling $8.2 billion 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mill Creek Capital Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

161 Washington Street Suite 1500
Conshohocken, PA 19428

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mill Creek Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$8,201,352,376

PA Average: $15,833,994,310
Total Number of Employees

43

PA Average: 41
Total Number of Accounts

2,081

PA Average: 3,342
Average Account Size

$3,941,063

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Jordan Work History

2006 - Present (18 years)

Mill Creek Capital Advisors, LLC

Disclosures

Please visit the SEC profile of Michael Jordan 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 Mill Creek Capital Advisors, LLC

Ryan Campbell
Conshohocken, PA
Jennifer Pham
Conshohocken, PA
Jill Jokelson
Conshohocken, PA
Antonio Misiti
Conshohocken, PA
Samuel Mcfall
Conshohocken, PA
Ann Finnerty
Conshohocken, PA
Gretchen Regan
Conshohocken, PA
Cynthia Valdez
Conshohocken, PA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started