MILLENNIUM ADVISORY GROUP, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ORANGE, California
CRD number
147140
Custodians
COUNSEL TRUST
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Millennium Advisory Group, LLC operates as a limited liability company focused on providing investment advisory services. The firm primarily utilizes a fee structure based on a percentage of assets under management. While it is not classified as a capital allocator or a pension consultant, it engages in various advisory activities. The firm does not actively pursue ESG investments and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • GARY HUTTO

    Founder, President & CEOCRD 1993058

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

ORANGE, CA

ORANGE

Location

ORANGE, CA

Headquartered in ORANGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
770 The City Dr S
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth