RIA Intel›Advisers›Massachusetts›MILLENIUM FINANCIAL SERVICES

MILLENIUM FINANCIAL SERVICES

Advisory

MA

Data as of Jan 6, 2022 · Source: SEC Form ADV

Rank in MA

#1,351

of 1,590 advisers by AUM

Average account

$114K

across 165 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2022.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$0

Non-Discretionary AUM$19M

Discretionary %0%

Total Clients165

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

165 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

ANDANTE FINANCIAL, LLC

$19M

PACELINE WEALTH MANAGEMENT, LLC

$19M

STANDARD GROUP HOLDINGS LLC

$19M

TRIBECA INVESTMENT INC.

CHESTNUT HILL, MA

$19M

PROACTIVE FINANCIAL SOLUTIONS 360, LLC

NORTH ATTLEBORO, MA

$19M

JOHN L. BOYLE DBA LENNOX FINANCIAL

$19M

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