Investment adviser · CRD 116057
MILLENNIUM ADVISORY SERVICES, INC.
Investment adviser filing (IA)
GLEN ALLEN, VA, United States · Form ADV filed Jan 27, 2025
- Regulatory AUM
- $708M Form ADV · Item 5.F
- Client accounts
- 2,749 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,566 | $534,307,072 | 75.5% |
| High-net-worth individuals | 183 | $173,212,534 | 24.5% |
Filing source
Form ADV 1931113 · Jan 27, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 27, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
120 EASTSHORE DRIVE, SUITE 305GLEN ALLEN, VA, 23059, United States
CRD 116057
Filing source
Form ADV 1931113 · Jan 27, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.