THIRD MILLENNIUM ADVISORS, INC.

Overview

Third Millennium Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with hourly and fixed-fee arrangements, allowing flexibility across simple planning engagements and ongoing discretionary management. Investment practice centers on pooled public funds and mutual funds as the primary building blocks for client portfolios, with discretionary mandates used for core allocations. The firm is not positioned as a multi-state or pension consultant, and it does not present itself as an active ESG investor. Third Millennium Advisors does not act as a capital allocator; instead, it uses third-party managers for areas outside its core public-fund exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices