Clifton
Mc Millan

White Wing Wealth Management, LLC

CRD#4767845
Investment Advisor
in Spring, TX

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About this Advisor

Clifton Mc Millan is a financial advisor based in Spring, Texas, working with White Wing Wealth Management, LLC. Clifton has previously held positions at Investment Professionals, Inc and White Wing Wealth Management, LLC. Clifton has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Clifton is part of White Wing Wealth Management, LLC, which operates out of Spring, Texas. The firm has one employee and manages assets totaling $120.7 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at White Wing Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1610 Woodstead Court Suite 251
Spring, TX 77380

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White Wing Wealth Management, LLC Brokerage Details

Total Assets Under Management

$120,713,000

TX Average: $3,042,739,679
Total Number of Employees

1

TX Average: 49
Total Number of Accounts

458

TX Average: 2,315
Average Account Size

$263,566

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Clifton Mc Millan Work History

2015 - Present (9 years)

White Wing Wealth Management, LLC

2009 - 2015 (6 years)

Investment Professionals, Inc

Disclosures

Please visit the SEC profile of Clifton Mc Millan 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 White Wing Wealth Management, LLC

Clifton Mc Millan
Spring, TX

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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