Millennium Personal Finance, LLC

Overview

Millennium Personal Finance, LLC operates as a small, independent registered investment adviser and insurance broker focused on individuals and families. The firm provides financial planning and discretionary portfolio management for individual clients and small-business owners. Its compensation mixes assets-under-management fees, fixed fees and commission-based income tied to insurance and annuity products. The firm is an individually owned LLC and does not position itself as a capital allocator or pension consultant. Millennium does not report activity as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives