MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
CRD 117868Latest ADV March 30, 2026
Millennium Investment and Retirement Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 6 employees, 4 offices, and 523 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 65.2% of total clients.
Top client categories% of clientsClients
1
Pension Plans
65.2%
341
2
Individuals
34.2%
179
3
HNWI
0.6%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary95.9%
$1.3B
96% of total RAUM95.9%
Non-discretionary4.1%
$57M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts523
10Y AUM Change+$807M (+139.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee87:1
10Y Employee Change-4 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.