MILLENNIUM PERSONAL FINANCE, LLC

Overview

Millennium Personal Finance, LLC is an independent, owner-run RIA that combines financial planning, portfolio management for individuals and small businesses, and insurance brokerage. The firm focuses on individual and family clients and supplements its advisory work with educational seminars and workshops. Its fee model is mixed — percentage of AUM, fixed fees and commissions — which aligns with a practice that blends fee-based planning and transaction-based insurance or product sales. Investment activity skews toward pooled public funds rather than direct security selection or complex institutional allocations. Millennium does not report activity as a capital allocator, is not an active ESG investor, and does not position itself as a multi-state or pension consultant adviser. The business profile points to a small, locally oriented advisory practice that couples financial planning and insurance solutions for a handful of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices