Millennium Personal Finance, LLC

Overview

Millennium Personal Finance, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm combines advisory work—financial planning and portfolio management for individuals and small businesses—with broker-dealer and insurance brokerage activities, so it operates on both fiduciary/advisory and transactional/insurance platforms. Its fees include a percentage-of-AUM component, fixed fees, and commissions. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives