MILLENNIUM PERSONAL FINANCE, LLC

MILLENNIUM PERSONAL FINANCE, LLC of YPSILANTI, MI is an SEC-registered investment adviser (CRD 338275). Regulatory assets under management: $485K.

Registration

• CRD: 338275
• Type: Registered investment adviser
• Location: 301 W MICHIGAN AVE, STE 407, YPSILANTI, MI, 48197
• Phone: 734-219-0981
• Latest filing: 2026-07-24
• Regulatory AUM: $485K
• Discretionary AUM: $485K
• Clients: 2
• Accounts: 13

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search