Greg Milley of The Milley Team is part of this year's WP Top 50 Advisors.
33 Greg Milley
The Milley Team
HollisWealth
Oakville
AUM GROWTH: $45,000,000
AUM PER CLIENT: $300,000
REVENUE PER CLIENT: $1,875
CLIENTS AT END OCT 2015: 400
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 200
As a self-employed professional, Greg Milley has significant insight into the challenges faced by those required to create and fund their own retirement. Milley’s own professional life means he has a very close affinity to his clients’ situations, and they obviously appreciate it – Milley has $120 million AUM and a 100% retention rate.
The Milley Team
HollisWealth
Oakville
AUM GROWTH: $45,000,000
AUM PER CLIENT: $300,000
REVENUE PER CLIENT: $1,875
CLIENTS AT END OCT 2015: 400
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 200
As a self-employed professional, Greg Milley has significant insight into the challenges faced by those required to create and fund their own retirement. Milley’s own professional life means he has a very close affinity to his clients’ situations, and they obviously appreciate it – Milley has $120 million AUM and a 100% retention rate.
