Mcmillen & Company, Inc.

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Client assets under management

$81,000,000

Clients

31% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,531,250

About

McMillen & Company provides discretionary capital management and ongoing portfolio oversight for individuals (including high‑net‑worth clients), charitable organizations, and business entities. Services include customized portfolio construction using individual stocks and bonds, exchange‑traded funds, mutual funds, and access to third‑party sub‑advisors.

The firm tailors allocations to each client’s stated objectives and risk tolerance, drawing on public filings, third‑party research and rating services, and conducts reviews at least annually with rebalancing when client circumstances or market values change. McMillen & Company typically operates under discretionary authority, may aggregate trades across accounts, and describes its strategies as oriented toward capturing market rates of return while acknowledging the risks of loss and potential for frequent trading when appropriate.

Distinctive features include a small client roster relative to assets under management—managing approximately $111 million for about 32 clients—resulting in a notably high assets‑per‑client profile and a concentrated, relationship‑focused practice. The firm is founder‑led, discloses no disciplinary history, does not charge performance‑based fees or sponsor wrap programs, and explicitly offers a discount to nonprofit clients while retaining the discretion to decline smaller portfolios.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $20,000,000: 0.50% annually $20,000,001+: Negotiable

Most active in

Idaho · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

208-343-1274

Advisors at this firm

Ronald G

Series 65

Boise, ID

Mcmillen & Company, Inc.

Ronald Gambassi is a Series 65-licensed financial advisor with GEM STATE Investment Advisors in Boise, ID, bringing 16 years of industry experience. He has served at McMillen & Company, Inc. since 2023 and operates 3033 Ranch, LLC, providing executive coaching to business owners and corporate executives. Gem State Investment Advisors serves individuals, families, corporations, non-profits, plan administrators, and investment committees with portfolio management and financial planning services. The firm emphasizes asset-allocation-driven portfolios tailored through client-specific Investment Policy Statements and operates as a fee-only adviser adhering to a Prudent Investor standard.

Wealth management

Mike M

Series 63, Series 65

Boise, ID

Mcmillen & Company, Inc.

Mike Mcmillen is the sole advisor at GEM STATE Investment Advisors in Boise, ID, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Mcmillen & Company, Inc. since 2006. Mike has an academic teaching background and the firm offers client educational seminars and workshops. GEM STATE Investment Advisors serves individuals, families, corporations, non-profits, plan administrators, and investment committees by providing portfolio management and financial planning tailored through client-specific Investment Policy Statements. The firm follows a Prudent Investor standard with an emphasis on asset allocation, ongoing monitoring, and quarterly reviews, operating as a fee-only fiduciary adviser.

Wealth management

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