Millstone Financial Group Limited Liability Company
● SEC registered since 2026CRD 297882SEC# 801-135605Princeton, NJ
Reg. AUM
$104.4M
Employees
9
Accounts
483
Location
Princeton, NJ
Millstone Financial Group Limited Liability Company assets under management
Millstone Financial Group Limited Liability Company operates as an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 2026. It reports $104.4 million in regulatory assets under management and employs 9 people.
Millstone Financial Group Limited Liability Company owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Michael Albach Control | Co- Owner | 50-75% | 2018 |
| Michael Thomas Russo Control | Owner/Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Millstone Financial Group Limited Liability Company manage?
Millstone Financial Group Limited Liability Company reports $104.4 million in regulatory assets under management on its Form ADV.
How many employees does Millstone Financial Group Limited Liability Company have?
Millstone Financial Group Limited Liability Company reports 9 employees.
Where is Millstone Financial Group Limited Liability Company located?
Millstone Financial Group Limited Liability Company is based in Princeton, NJ and has been SEC-registered since 2026.
Does Millstone Financial Group Limited Liability Company disclose fund performance?
Millstone Financial Group Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 902 Carnegie Center Blvd, Suite 130, Princeton, NJ 08540 |
| Phone | 732-385-8544 |
| Fax | 866-271-8617 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.4MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$104.4Mregulatory AUM
Discretionary $101.5MNon-discretionary $3M