← Back to searchVisit website
MILLENNIUM PORTFOLIO ADVISORS
DEVOE, TED, ROBERT
CRD 137124
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$45.5M
Discretionary AUM
$45.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $45.5M |
All web addresses on file
Official SEC filing: View on IAPD