MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.38B |
| Discretionary | $1.33B96% of AUM |
| Non-Discretionary | $56.5M |
| Client Accounts | 523 |
| Avg Account Size | $2.6M |
| Employees | 6 |
| Peak AUM | $1.78BMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +0.8% | 4.2% | +0.3% | |
| Discretionary AUM | $1.3B | ||||
Key Metrics
| Total AUM | $1.38B |
| Discretionary | $1.33B |
| Employees | 6 |
| Client Accounts | 523 |
| Client Range | 0 |
Contact & Location
Phone
800-344-4038
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.3B
95.9% of AUM
Non-Discretionary
$57M
4.1% of AUM
Disc. mix ▲ 1.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported