| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Stevens Dixon Control | Chief Compliance Officer | Under 5% | 2025 |
| Colin Stevens Dixon | Owner | 10-25% | 2024 |
| Cothrom LLC Control | Owner | 25-50% | 2024 |
Millennium Investment and Retirement Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Millennium Investment and Retirement Advisors, LLC reports 8 employees.
Millennium Investment and Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 800-344-4038 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.3B |
| Non-discretionary | $73.3M |
| Total (RAUM) | $1.37B |