Millbrook Investment Management Company, LLC is a large advisory firm based in Locust Valley. It manages $126.07 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.
Millbrook Investment Management Company provides market timing services. 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 Millbrook Investment Management Company, LLC is $126.07 million. The firm's AUM has grown by 18% 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 Millbrook Investment Management Company, LLC 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.
The principal office where Millbrook Investment Management Company, LLC performs its advisory services is located at 95 Forest Avenue, Locust Valley, NY 11560, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-542-3600 or by fax 212-542-3609. The normal business hours are 8:00am ~ 6:00pm on Monday - Friday. You can find more information about the New York firm at www.millbrookllc.com.