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Millie Capital Management Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

Millie Capital Management is a San Ramon, California-based SEC-registered investment advisory firm that was founded in 1991. The company designs investment plans for high net worth clients and carries out the portfolio management requirements of each plan, providing a service that translates client objectives into structured investment strategies. Its focus centers on managing and implementing tailored portfolios for affluent individuals, addressing the need for dedicated planning and oversight in wealth management. In the broader financial services industry, Millie Capital occupies a space alongside established asset managers and advisory firms that support sophisticated investors with personalized investment solutions. A notable development in its recent history is the acquisition of Millie Capital Management by EP Wealth Advisors, announced in February 2018, which reflects consolidation activity within the sector.

Find Millie Capital Management employees' phone numbers or email addresses

Millie Capital Management Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Millie Capital Management's Leadership

  • Stylized image of a person
    B. D.
    Chief Operating Officer
    Phone icon
    Mobile Phone

Contact profiles from Millie Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. D.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    United StatesArkansas
    Apr 14, 2026

Frequently Asked Questions

What is Millie Capital Management known for?

Minus sign iconPlus sign iconMillie Capital Management operates in the Financial Services industry. The company's main headquarters is located in San Ramon, California United States; you can contact the main corporate office by phone at
+1-925-820-****
. Explore Millie Capital Management's company overview page for more information.

What is Millie Capital Management's most common email format?

Minus sign iconPlus sign iconMillie Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Millie Capital Management email formats with LeadIQ.

How many employees does Millie Capital Management have currently?

Minus sign iconPlus sign iconMillie Capital Management has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Millie Capital Management's key employees and leadership?

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As of February 2026, Millie Capital Management's key employees include:

  • Chief Operating Officer: B. D.

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