Millstone Advisors, Inc. (Thornton)

Name: Millstone Advisors, Inc.
Address: 381 Brinton Lake Road, Thornton, PA, 19373
Telephone: 610-361-1000 X 203

Millstone Advisors, Inc. is a pension cosultant based in Thornton. It manages $100 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of New York and Pennsylvania.

Millstone Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Millstone Advisors: assets under management

The assets under management (AUM) of Millstone Advisors, Inc. is $100 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Millstone Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Millstone Advisors, Inc.

Michael Paul Dever has been acting as President since 1 May 2002. Jeffrey C Trewella joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Paul Dever	President	1 May 2002	75% - 100%	1384212
Jeffrey C Trewella	Vice president	1 Jun 2002	Other	4556688
Anthony Joseph Fischer	Director	1 Jun 2002	Other	1205488

Based in Thornton

The principal office where Millstone Advisors, Inc. performs its advisory services is located at 381 Brinton Lake Road, Thornton, PA 19373, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-361-1000 X 203 or by fax 610-361-1001. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.millstoneadvisors.com.