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Firm profile

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.

Assets Under Management
$1.4B
Employees
6
Offices
4 offices
Total Clients
523
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOColin S. Dixon

Advisory services offered

2 types reported
Pension consulting services
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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.