Overview
Assets Under Management: $204 million
High-Net-Worth Clients: 87
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.19
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,292
Discretionary Accounts: 1,292
Regulatory Filings
CRD Number: 289970
Last Filing Date: 2025-01-16 00:00:00
Website: https://millennialwealthllc.com