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Building 2MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Map pin
Phone800-344-4038
NotebookSEC #801-76544
Total AUM
$1.4B
Employees
6
Clients
523

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM
Monday - Friday
Phone
800-344-4038
Other Offices
4

ReceiptFinancials

Total AUM
$1.4B
Accounts
523
Discretionary
$1.3B
Accounts
513
Non-Discretionary
$56.5M
Accounts
10

ContactClients

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Individual Clients
179
AUM
$15.9M
HNW Individual Clients
3
AUM
$13.7M
Pension/Profit Sharing Plan Clients
341
AUM
$1.4B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLGAILLAMAMDMENCNHNJNYOHOKPASCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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