Mills Value Adviser Inc is an adviser based in Richmond. It manages $10.79 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001.
Mills Value Adviser 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.
The assets under management (AUM) of Mills Value Adviser Inc is $10.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mills Value Adviser Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Arthur Mills has been acting as President since 1 Mar 1999. Isabel Anderson Fitzgerald joined the executive team most recently as the Shareholder.
The principal office where Mills Value Adviser Inc performs its advisory services is located at 707 E. Main Street, Richmond, VA 23219 The mailing address of the firm is P.O. Box 1459, Richmond, VA 23218 1459. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-344-3532 or by fax 804-643-4911. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.