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Millstone Financial Group Limited Liability Company

● SEC registered since 2026CRD 297882SEC# 801-135605Princeton, NJ
Export (members)
Reg. AUM
$104.4M
Employees
9
Accounts
483
Location
Princeton, NJ

Millstone Financial Group Limited Liability Company assets under management

Millstone Financial Group Limited Liability Company operates as an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 2026. It reports $104.4 million in regulatory assets under management and employs 9 people.
www.facebook.com/millstonefinancialgroupView on SEC.gov ↗

Millstone Financial Group Limited Liability Company owners & executives

2 reported
NameTitleOwnershipSince
Donald Michael Albach ControlCo- Owner50-75%2018
Michael Thomas Russo ControlOwner/Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Millstone Financial Group Limited Liability Company manage?

Millstone Financial Group Limited Liability Company reports $104.4 million in regulatory assets under management on its Form ADV.

How many employees does Millstone Financial Group Limited Liability Company have?

Millstone Financial Group Limited Liability Company reports 9 employees.

Where is Millstone Financial Group Limited Liability Company located?

Millstone Financial Group Limited Liability Company is based in Princeton, NJ and has been SEC-registered since 2026.

Does Millstone Financial Group Limited Liability Company disclose fund performance?

Millstone Financial Group Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address902 Carnegie Center Blvd, Suite 130, Princeton, NJ 08540
Phone732-385-8544
Fax866-271-8617
Office hours8:30a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.5M
Non-discretionary$3M
Total (RAUM)$104.4M