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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Millennium Investment and Retirement Advisors LLC
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|---|---|
| CRD # | 117868 |
| SEC # | 801-76544 |
| CIK # | |
| AUM | $1.4 B (2025-03-26) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 800-344-4038 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 41.6 |
| (b) Individuals (high net worth individuals) | 6 | 17.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 349 | 1,315.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 647 | 1,374.4 |
| By Discretionary | ||
| Discretionary | 633 | 1,301.1 |
| Non-Discretionary | 14 | 73.3 |
| Total | 647 | 1,374.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,374.1 | |
| Total | 647 | 1,374.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Penobscot Investment Management Company Inc
✚
|
MA | 1.4 |
|
PER Stirling Capital Management LLC
✚
|
TX | 1.4 |
|
Rollins Financial Advisors LLC
✚
|
GA | 1.4 |
|
Capital Planning Advisors LLC
✚
|
CA | 1.4 |
|
Asset Risk Consultants UK Limited
✚
|
1.4 | |
|
Regatta Capital Group LLC
✚
|
CA | 1.4 |
|
Slater Investments Limited
✚
|
1.4 | |
|
Gilbert & Cook Inc
✚
|
IA | 1.4 |
|
Grassi Investment Management LLC
✚
|
CA | 1.4 |
|
Euro Pacific Asset Management LLC
✚
|
PR | 1.4 |