Milliman Advisors, LLC
● SEC registered since 1988CRD 112245SEC# 801-33315Seattle, WA
Reg. AUM
$2.32B
Employees
1
Accounts
34
Location
Seattle, WA
Milliman Advisors, LLC assets under management
Milliman Advisors, LLC is an investment advisory firm registered with the SEC based in Seattle, WA. The firm has been registered since 1988. It reports $2.3 billion in regulatory assets under management and employs 1 people.
Milliman Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Milliman, Inc Control | Owner | Over 75% | 2019 |
| Susan Helen Puz | Chief Compliance Officer | Under 5% | 2014 |
Frequently asked questions
How much does Milliman Advisors, LLC manage?
Milliman Advisors, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Milliman Advisors, LLC have?
Milliman Advisors, LLC reports 1 employees.
Where is Milliman Advisors, LLC located?
Milliman Advisors, LLC is based in Seattle, WA and has been SEC-registered since 1988.
Does Milliman Advisors, LLC disclose fund performance?
Milliman Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1301 Fifth Ave Ste 3800, Seattle, WA 98101-2605 |
| Phone | 206-624-7940 |
| Fax | 206-340-1380 |
| Office hours | 8:30 - 5:00 Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1064418 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.32B▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$2.32Bregulatory AUM
Discretionary $41.4MNon-discretionary $2.28B