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MillenniuM Investment and Retirement Advisors

Also known as millennium investment and retirement

Wealth ManagerWinston Salem, United StatesFounded 1994
Winston Salem
Headquarters
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About MillenniuM Investment and Retirement Advisors

With us on your side, you can count on lower fees and lower risk for both you and your participants.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to MillenniuM Investment and Retirement Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.4B
Total Clients
523
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is MillenniuM Investment and Retirement Advisors?

MillenniuM Investment and Retirement Advisors is a wealth manager based in Winston Salem, United States.

Where is MillenniuM Investment and Retirement Advisors headquartered?

MillenniuM Investment and Retirement Advisors is headquartered in Winston Salem, United States.

When was MillenniuM Investment and Retirement Advisors founded?

MillenniuM Investment and Retirement Advisors was founded in 1994.

How can I contact MillenniuM Investment and Retirement Advisors?

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