MILLENIUM FINANCIAL SERVICES

MILLENIUM FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 120210). Regulatory assets under management: $18.8M.

Registration

• CRD: 120210
• Type: Registered investment adviser
• Phone: 508-647-8316
• Latest filing: 2022-01-06
• Regulatory AUM: $18.8M
• Non-discretionary AUM: $18.8M
• Clients: 1
• Accounts: 165

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120210 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search