The Millstone Evans Group, LLC

$893.3MAssets under management
as of Jul 2026 · SEC Form ADV
Boulder, CO
Visit websiteLinkedIn
7 people on Advicer connected to this.

Tech stack

No one at The Millstone Evans Group, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into The Millstone Evans Group, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Raymond James
Per Form ADV · $700M held · filed Nov 2024