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Millennium Advisory Services, Inc, a HUB International Company

EST. AUM
$707,519,606

CONTACTS
4

CLIENT ACCOUNTS
2,749

Firm Details

Metro area Richmond
CRD Number 116057
Website hubinternational.com
Client types

Overview

Millennium Advisory Services Inc., a HUB International company, was founded in 2001 and joined HUB Retirement & Private Wealth in 2021. It is a registered investment advisory firm located in Glen Allen, Virginia. It provides objective, customized financial planning and asset management for employees of colleges and universities, and other individuals seeking fee-only financial planning and asset management services. Its holistic approach to goals-based financial planning helps its clients develop tangible goals and create a strategy to help make those goals a reality. It also provides services directly to endowment and foundation boards.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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