Millennium Portfolio Advisors

Overview

Millennium Portfolio Advisors is a sole‑proprietor, independent registered investment adviser that serves individuals and families. The firm blends financial planning with discretionary portfolio management for individuals and small businesses, and it operates with an accountant background as part of its business activities. Fee arrangements combine a percentage of assets under management with hourly billing, which supports both ongoing portfolio oversight and project‑based planning work. The firm shows a clear equity orientation: exchange‑traded equities are the dominant asset class and the stated preference is equities. Millennium Portfolio Advisors is not flagged as an ESG investor and does not present itself as a multi‑state or pension consultant adviser. Its model appears geared toward hands‑on, discretionary management for a modest client base rather than large institutional allocation or capital‑allocator activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices