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MILLENNIUM CAPITAL ADVISORS, LLC
1501 N. University Ave
Ste 551
Little Rock, Arkansas 72207
Tel: 501-975-0256
About MILLENNIUM CAPITAL ADVISORS, LLC
MILLENNIUM CAPITAL ADVISORS, LLC, formally registered with the SEC as MILLENNIUM CAPITAL ADVISORS, LLC. The firm was established in 03/24/2017. They have over 1 offices throughout the country.
MILLENNIUM CAPITAL ADVISORS, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $180,605,189 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108641 |
| SEC# | 801-110166 |
| Assets Managed by Firm | $180,605,189 |
| No. of Clients | 383 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (GENERAL CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 383 | $180,605,189 |
| Individuals (other than high net worth individuals) | 141 | $39,620,860 |
| High net worth individuals | 83 | $121,611,951 |
| Pension and profit sharing plans | 1 | $9,654,318 |
| Charitable organizations | 5 | $9,417,005 |
| Corporations or other businesses | 3 | $301,055 |
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