PPrivate Fund Data Log in Join · $37/mo

Milliman Advisors, LLC

● SEC registered since 1988CRD 112245SEC# 801-33315Seattle, WA
Export (members)
Reg. AUM
$2.52B
Employees
2
Accounts
39
Location
Seattle, WA

Milliman Advisors, LLC assets under management

Milliman Advisors, LLC is an investment advisory firm registered with the SEC based in Seattle, WA. The firm has been registered since 1988. It reports $2.5 billion in regulatory assets under management and employs 2 people.

Milliman Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Milliman, Inc ControlOwnerOver 75%2019
Susan Helen PuzChief Compliance OfficerUnder 5%2014

Frequently asked questions

How much does Milliman Advisors, LLC manage?

Milliman Advisors, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Milliman Advisors, LLC have?

Milliman Advisors, LLC reports 2 employees.

Where is Milliman Advisors, LLC located?

Milliman Advisors, LLC is based in Seattle, WA and has been SEC-registered since 1988.

Does Milliman Advisors, LLC disclose fund performance?

Milliman Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1301 Fifth Ave Ste 3800, Seattle, WA 98101-2605
Phone206-624-7940
Fax206-340-1380
Office hours8:30 - 5:00 Pst
SEC regionSan Francisco Regional Office (SFRO)
CIK1064418
Discloses disciplinary historyNo

Assets under management

Discretionary$56.2M
Non-discretionary$2.46B
Total (RAUM)$2.52B