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MILLENNIAL ADVISERS, LLC.
CRD 170847 · SEC 801-118627
THREE WORLD FINANCIAL, 200 VESEY STREET 24TH FLOOR, NEW YORK, NY, 10281, United States
Phone
646-532-2400
Fax
646-349-3822
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$339.4M
Discretionary AUM
$339.4M
Team
14 total employees; 12 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 325 | $53.5M |
| High net worth individuals | 18 | $34.6M |
| Pooled investment vehicles | 20 | $251.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD