Advisor at Miltonian Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Miltonian Capital Management, LLC
Location
Los Olivos, CA
Credentials
Series 65
Industry experience
5 years
$0+: 1.50% +: 0.65%
$100.00 per hour for financial planning services
Account minimum: $500,000
Miltonian Capital Management
2020 - Present (6 years)
self Employed
2020 - 2020 (1 year)
Certis Capital Management
2017 - 2020 (3 years)
self Employed
2001 - 2017 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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