Millennium Personal Finance, LLC
Firm details
- Headquarters
- Ypsilanti, Michigan
- CRD number
- 338275
- Website
- www.millenniumpf.com
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI75.04%
- Individuals24.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Millennium Personal Finance, LLC is an independent, individually owned investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and operates in conjunction with broker-dealer and insurance brokerage activities. Its fee mix includes asset-based fees, fixed fees, and commission-based compensation. The adviser does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1Luke Zimmerman
Founder & CEOCRD 7087844
Contacts
2 of 2
Andrew Duncan
Senior PartnerCRD 7972779
Ethan Delaney
AssociateCRD 8197503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ypsilanti, MI
Washtenaw
Location
Ypsilanti, MI
Headquartered in Ypsilanti, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Washtenaw
- Address
- 301 W Michigan Ave
- Time zone
- ET (UTC-5)
- Office locations
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