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Millennium Advisory Services, Inc.

CRD 116057SEC# 801-80969Glen Allen, VA
Export (members)
No longer SEC-registered. Millennium Advisory Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$707.5M
Employees
29
Accounts
2,749
Location
Glen Allen, VA

Millennium Advisory Services, Inc. assets under management

Millennium Advisory Services, Inc. is an investment advisory firm registered with the SEC based in Glen Allen, VA. It reports $707.5 million in regulatory assets under management and employs 29 people.
View on SEC.gov ↗

Millennium Advisory Services, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Paul Bernard Hunt ControlPresidentUnder 5%2021
Rpw Holdings, LLCSole OwnerOver 75%2025
Steven Andrew Cooper ControlChief Compliance Officer / Director Of OperationsUnder 5%2020
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Frequently asked questions

How much does Millennium Advisory Services, Inc. manage?

Millennium Advisory Services, Inc. reports $707.5 million in regulatory assets under management on its Form ADV.

How many employees does Millennium Advisory Services, Inc. have?

Millennium Advisory Services, Inc. reports 29 employees.

Where is Millennium Advisory Services, Inc. located?

Millennium Advisory Services, Inc. is based in Glen Allen, VA.

Does Millennium Advisory Services, Inc. disclose fund performance?

Millennium Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 Eastshore Drive, Suite 305, Glen Allen, VA 23059
Office hours8:30a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$707.5M
Non-discretionary$0
Total (RAUM)$707.5M