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MILLENNIUM PERSONAL FINANCE, LLC
CRD 338275
301 W MICHIGAN AVE, STE 407, YPSILANTI, MI, 48197, United States
Phone
734-219-0981
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$485K
Discretionary AUM
$485K
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $121K |
| High net worth individuals | 1 | $364K |
All web addresses on file
Official SEC filing: View on IAPD