Millennium Global Advisors, LLC

Overview

Millennium Global Advisors, LLC is a small, individually owned advisory firm focused on portfolio management for individuals, small businesses and institutional clients. The firm operates primarily on a percentage-of-AUM fee model and manages only non-discretionary assets, meaning clients retain trading authority while Millennium Global Advisors provides advice and model allocations. Investment activity shows a clear preference for publicly traded equities and exchange-traded vehicles, with secondary use of mutual funds and targeted allocations to alternative strategies in real estate and commodities through third-party managers. Millennium Global Advisors positions itself as a compact advisory operation that leans toward liquid, listed markets for core equity exposure and supplements that exposure with externally managed alternative sleeves. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices