Millenium Financial Services

RIASEC Registered

Total AUM

$18.8M

Discretionary

0% of AUM

Avg account

$114K

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 120210
Website: www.mill-financial.com
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals80.31%
Pension & Profit Sharing Plans19.69%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Millenium Financial Services operates as a sole proprietorship and is classified as an independent registered investment advisor (RIA). The firm primarily serves individual and family clients, as well as institutional clients. It is involved in various business activities, including insurance brokerage, financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm also engages in the selection of other advisers and publishes periodicals or newsletters while offering educational seminars and workshops. Millenium Financial Services does not actively invest in ESG (Environmental, Social, and Governance) assets.