Millenia Financial Partners, LLC

Overview

Millenia Financial Partners, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and concentrates on traditional equity and fixed-income portfolio construction with selective use of third-party alternative managers. Millenia does not position itself as an ESG investor and primarily serves a private client base rather than institutional or pension plans. Its structure and client mix indicate a hands-on advisory approach for high-net-worth households and closely held business owners, with discretionary authority across the firm’s client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices