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MILLENIUM FINANCIAL SERVICES
CRD 120210
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$18.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2022-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $15.1M |
| Pension/profit sharing plans | 2 | $3.7M |
All web addresses on file
Official SEC filing: View on IAPD