Milne Financial Planning

MILNE FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in SAINT JOHNSBURY, VT. The firm manages $111 million in assets, $108 million on a...

Milne Financial Planning

MILNE FINANCIAL PLANNING, INC. is an SEC-registered investment adviser in SAINT JOHNSBURY, VT. The firm manages $111 million in assets, $108 million on a discretionary basis. It has 3 employees and 1 investment adviser.

linkedin.com/company/milne-financial-planning

General information

Firm type

Asset Manager

What is Milne Financial Planning?

Milne Financial Planning is a asset manager tracked on Altss.

What does Altss track for Milne Financial Planning?

Altss maintains an OSINT-verified profile of Milne Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Milne Financial Planning?

Milne Financial Planning is classified by Altss as a Asset Manager.

How does Altss source intelligence on Milne Financial Planning?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Milne Financial Planning's Altss profile last updated?

Milne Financial Planning's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.