Overview
Assets Under Management: $708 million
Headquarters: GLEN ALLEN, VA
High-Net-Worth Clients: 183
Average Client Assets: $0.9 million
Frequently Asked Questions
MILLENNIUM ADVISORY SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116057), MILLENNIUM ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
MILLENNIUM ADVISORY SERVICES, INC. is headquartered in GLEN ALLEN, VA.
MILLENNIUM ADVISORY SERVICES, INC. serves 183 high-net-worth clients according to their SEC filing dated December 20, 2024. View client details ↓
According to their SEC Form ADV, MILLENNIUM ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MILLENNIUM ADVISORY SERVICES, INC. manages $708 million in client assets according to their SEC filing dated December 20, 2024.
According to their SEC Form ADV, MILLENNIUM ADVISORY SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.48%
Average Client Assets: $0.9 million
Total Client Accounts: 2,749
Discretionary Accounts: 2,749
Regulatory Filings
CRD Number: 116057
Filing ID: 1919996
Last Filing Date: 2024-12-20 08:39:00