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|
| Keyboard |
| Millennium Investment and Retirement Advisors LLC
✚
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|
|---|---|
| CRD # | 117868 |
| SEC # | 801-76544 |
| CIK # | |
| AUM | 1,384.8 M (2026-06-08) |
| Employees | 6 (83% 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) | 179 | 15.9 |
| (b) Individuals (high net worth individuals) | 3 | 13.7 |
| (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 | 341 | 1,355.3 |
| (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 | 523 | 1,384.8 |
| By Discretionary | ||
| Discretionary | 513 | 1,328.3 |
| Non-Discretionary | 10 | 56.5 |
| Total | 523 | 1,384.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,384.5 | |
| Total | 523 | 1,384.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 10 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
Inspirion Wealth Advisors LLC
✚
|
IL | 1,394.3 M |
|
Syntegra Private Wealth Group LLC
✚
|
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|
Hazlett Burt & Watson Inc
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|
WV | 1,388.5 M |
|
The Pinnacle Financial Group
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|
NY | 1,383.8 M |
|
BOSS Retirement Advisors LLC
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|
UT | 1,382.7 M |
|
Recurrent Investment Advisors LLC
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|
TX | 1,381.5 M |
|
Cascade Financial Partners LLC
✚
|
CA | 1,381.2 M |
|
Shepherd Financial Partners LLC
✚
|
MA | 1,379.1 M |
|
Pandi LLC
✚
|
MO | 1,377.6 M |
|
MEOW Advisory LLC
✚
|
1,376.9 M |