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Home > Retirement Planners > north carolina > charlotte > MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
3540 Toringdon Way
Suite 200
Charlotte, North Carolina 28277
Tel: 704-743-3335
About MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC, formally registered with the SEC as MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC. The firm was established in 04/26/2012. They have over 4 offices throughout the country.
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $1,659,426,210 assets under management, offering retirement planning & investment advisory services to 703 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117868 |
| SEC# | 801-76544 |
| Assets Managed by Firm | $1,659,426,210 |
| No. of Clients | 703 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 703 | $1,659,426,210 |
| Individuals (other than high net worth individuals) | 305 | $21,668,477 |
| High net worth individuals | 12 | $29,923,135 |
| Pension and profit sharing plans | 386 | $1,607,834,598 |
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