Millennium Investment and Retirement Advisors, LLC

$1.38BAssets under management
as of Jun 2026 · SEC Form ADV
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Tech stack

No one at Millennium Investment and Retirement Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Millennium Investment and Retirement Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
John Hancock Trust Company LLC
Per Form ADV · $475M held · filed Sep 2024
Fidelity
Per Form ADV · $200M held · filed Sep 2024