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Milliman Financial Risk Management LLC

● SEC registered since 2012CRD 159377SEC# 801-73056Chicago, IL
Export (members)
Reg. AUM
$40.33B
Employees
177
Accounts
246
Location
Chicago, IL

Milliman Financial Risk Management LLC assets under management

Milliman Financial Risk Management LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2012. It reports $40.3 billion in regulatory assets under management and employs 177 people.

Milliman Financial Risk Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Milliman, Inc. ControlManaging MemberOver 75%2011
Susan Helen PuzChief Compliance OfficerUnder 5%2014

Frequently asked questions

How much does Milliman Financial Risk Management LLC manage?

Milliman Financial Risk Management LLC reports $40.3 billion in regulatory assets under management on its Form ADV.

How many employees does Milliman Financial Risk Management LLC have?

Milliman Financial Risk Management LLC reports 177 employees.

Where is Milliman Financial Risk Management LLC located?

Milliman Financial Risk Management LLC is based in Chicago, IL and has been SEC-registered since 2012.

Does Milliman Financial Risk Management LLC disclose fund performance?

Milliman Financial Risk Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address71 S. Wacker Dr., 31st Floor, Chicago, IL 60606
Phone312-726-0677
Fax312-499-5700
Office hours8:30a.m. - 5:30p.m. Ct
SEC regionChicago Regional Office (CHRO)
CIK1547927
Discloses disciplinary historyNo

Regulatory AUM

$40.33B▼ 2%
Mar '25 — $41.06BApr '25 — $41.06BMay '25 — $41.06BJun '25 — $41.06BJul '25 — $41.06BAug '25 — $41.06BSep '25 — $41.06BOct '25 — $41.06BNov '25 — $41.06BDec '25 — $41.06BJan '26 — $41.06BFeb '26 — $41.06BMar '26 — $40.33BApr '26 — $40.33BMay '26 — $40.33BJun '26 — $40.33B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers

Assets under management

$40.33Bregulatory AUM
Discretionary $40.33B