RIA Intel›Advisers›Maryland›MILLENNIUM FINANCIAL SERVICES LLP

MILLENNIUM FINANCIAL SERVICES LLP

Advisory

ROCKVILLE, MD

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

Average account

$264K

across 85 accounts

AUM per adviser

$22M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 20, 2024.

Total AUM

$22M

Discretionary %

100%

Clients

42

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InMD

Succession Risk

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

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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

42 clients

8 high-net-worth

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

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Advisers of similar size in MD

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

FRIDLEY, GREGORY SCOTT

$22M

HARRIS AND HARRIS WEALTH MANAGEMENT GROUP, LLC

$22M

RAILROAD STREET WEALTH MANAGEMENT, LLC

$22M

PARAMOUNT INVESTMENTS, LLC

$22M

R&M WEALTH MANAGEMENT SERVICES, LLC

BETHESDA, MD

$23M

-43.2% 1Y

BINNACLE FINANCIAL GROUP LLC

$22M

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