MILLENNIAL FINANCIAL PLANNING

MILLENNIAL FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 338075). Regulatory assets under management: $256K.

Registration

• CRD: 338075
• Type: Registered investment adviser
• Phone: (317) 731-2348
• Latest filing: 2026-03-20
• Regulatory AUM: $256K
• Discretionary AUM: $256K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338075 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search