Millennium Investment And Retirement Advisors, Llc

EST. AUM
$1,384,837,041

CONTACTS
7

CLIENT ACCOUNTS
523

Firm Details

Metro area Charlotte
CRD Number 117868
Website miracenter.com
Client types

Overview

MillenniuM, based in Charlotte, is a Fiduciary Advisory firm for retirement plans. It specializes in reducing costs, eliminating conflicts of interest, and ensuring strict compliance with IRS, DOL, and ERISA guidelines. Unlike most investment firms, MillenniuM is structured so that it does not receive payment from investment product sponsors (like mutual fund companies). This means that they have none of the conflicts of interest of traditional stockbrokers or dual-licensed advisors.

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See in Dakota

Investment Preferences

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Address

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

Millennium Investment And Retirement Advisors, Llc

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