Investment adviser · CRD 136334

MILLAR FINANCIAL

Investment adviser filing (IA)

MILLAR, TIMOTHY, PATRICK

FREMONT, CA, United States · Form ADV filed Jun 15, 2012

Regulatory AUM
$68M
Form ADV · Item 5.F
Client accounts
260
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 15, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

39560 STEVENSON PLACE, SUITE 115
FREMONT, CA, 94539-3074, United States

CRD 136334

Filing source

Form ADV 653324 · Jun 15, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.