Millennium Investment And Retirement Advisors, LLC

Overview

Millennium Investment And Retirement Advisors, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2012. The firm serves both individual and family clients as well as institutional relationships, providing portfolio management for individuals and small businesses along with pension consulting services. Its fee arrangements include a mix of percentage-of-AUM billing plus hourly and fixed-fee engagements, and it does not identify as an ESG-focused allocator. The firm's owner structure is a combination of a domestic entity and individual ownership. Millennium is not positioned as a capital allocator to separate manager platforms; its advisory offering centers on direct portfolio management and retirement-plan consulting rather than operating as a multi-manager sponsor.

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Location & Offices