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Building 2MILLENIA FINANCIAL PARTNERS, LLC

Map pin
Phone908-268-5550
NotebookSEC #801-134039
Total AUM
$127.4M
Employees
1
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
908-268-5550
Other Offices
1

ReceiptFinancials

Total AUM
$127.4M
Accounts
113
Discretionary
$127.4M
Accounts
113
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$6M
HNW Individual Clients
33
AUM
$121.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYSCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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