MILLENNIUM PLANNING GROUP, LLC

MILLENNIUM PLANNING GROUP, LLC of PITTSBORO, NC is an SEC-registered investment adviser (CRD 322368). Regulatory assets under management: $34.2M.

Registration

• CRD: 322368
• Type: Registered investment adviser
• Location: 120 MOSAIC BLVD., PITTSBORO, NC, 27312
• Phone: 984-214-8540
• Latest filing: 2026-03-13
• Regulatory AUM: $34.2M
• Discretionary AUM: $34.2M
• Clients: 3
• Accounts: 170

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322368 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search