RIA Intel›Advisers›Hawaii›MILLENNIUM GLOBAL ADVISORS, LLC

MILLENNIUM GLOBAL ADVISORS, LLC

Advisory

Data as of Oct 17, 2024 · Source: SEC Form ADV

Average account

$46K

across 7 accounts

AUM per adviser

$322K

1 advisers

Source: SEC Form ADV. Figures as filed Oct 17, 2024.

Total AUM

$322K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$322K

Discretionary AUM$0

Non-Discretionary AUM$322K

Discretionary %0%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InHI

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

7 clients

6 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in HI

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

1STTO50TH LLC

KAILUA, HI

$252K

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