RIA Intel›Advisers›Virginia›MILLENNIUM ADVISORY SERVICES, INC.

MILLENNIUM ADVISORY SERVICES, INC.

Advisory

N·GLEN ALLEN, VA

Data as of Dec 20, 2024 · Source: SEC Form ADV

Total AUM
$708M
1-Year AUM Growth
0.0%
3-Year CAGR
+18.8%
Employees
18
Assets Under Management
Total AUM$708M
Discretionary AUM$708M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2,749
Team
Total Employees18
Investment Advisers29
Employee Growth (1Y)+12.5%
Filing History
Total Filings on Record50
First FilingMar 25, 2004
Latest FilingDec 20, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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