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MILLENNIUM PLANNING GROUP, LLC
CRD 322368
120 MOSAIC BLVD., SUITE 200-7, PITTSBORO, NC, 27312, United States
Phone
984-214-8540
Fax
984-224-7537
Registration
— (—)
Source
State registered
Total AUM
$34.2M
Discretionary AUM
$34.2M
Team
3 total employees; 3 advisory reps; 19 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $20.3M |
| High net worth individuals | 8 | $13.9M |
All web addresses on file
Official SEC filing: View on IAPD