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MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
CRD 117868 · SEC 801-76544
CA, United States
Phone
800-344-4038
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.38B
Discretionary AUM
$1.33B
Team
6 total employees; 5 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $15.9M |
| High net worth individuals | 3 | $13.7M |
| Pension/profit sharing plans | 341 | $1.36B |
States served
CA, DC, GA, IL, LA, ME, MD, MA, NJ, NY, NC, OH, OK, PA, SC, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD