MILLENNIUM FINANCIAL SERVICES LLP

Overview

Millennium Financial Services LLP operates as an independent registered investment advisor (RIA) and is structured as a limited liability partnership. The firm focuses on providing financial planning services and portfolio management for individuals and small businesses. With a client base primarily consisting of individuals and families, Millennium Financial Services emphasizes a fee structure based on a percentage of assets under management (AUM) and hourly charges. The firm does not engage in capital allocation or active ESG investment strategies, nor does it operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices