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THE MILLSTONE EVANS GROUP, LLC

Investment AdviceBOULDER, CO

Assets Under Management

$777.9M

Total AUM

Donut chart: Discretionary 766.2M, Non-Discretionary 11.7M
Category	Value
Discretionary	766.2M
Non-Discretionary	11.7M

Adviser Information

Field	Value
CRD Number	311142
SEC Number	801-119896
Street Address	4940 PEARL EAST CIRCLE
Street Address 2	SUITE 302
Location	BOULDER, CO 80301
Country	United States
Phone	720-728-2801
Fax	866-522-9588
Total Employees	13
Business Types	insurance_broker

Client Count by Type (625 Total)

Horizontal bar chart: Individuals (other than H… 400, High Net Worth Individual… 201, Charitable Organizations 12, Corporations/Businesses 12
Category	Value
Individuals (other than H…	400
High Net Worth Individual…	201
Charitable Organizations	12
Corporations/Businesses	12

The Millstone Evans Group, Llc, CO — Investment Adviser | BuildTrust