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Building 2MILLENNIUM ADVISORY SERVICES, INC.

Map pinGLEN ALLEN, VA
Phone804-346-1040
NotebookSEC #801-80969
Total AUM
$707.5M
Employees
29
Clients
2,749

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 EASTSHORE DRIVE, SUITE 305
GLEN ALLEN
VA 23059
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
804-346-1040
Other Offices
4

ReceiptFinancials

Total AUM
$707.5M
Accounts
2,749
Discretionary
$707.5M
Accounts
2,749
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,566
AUM
$534.3M
HNW Individual Clients
183
AUM
$173.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALDCFLGAIAILINKYLAMDMINCNJNYOHPASCTNTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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