Millenia Financial Partners, LLC
Millenia Financial Partners, LLC (CRD# 110832) is a financial advisory firm headquartered in , . They manage $75,108,200 in 56 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Millenia Financial Partners, LLC
By the Numbers
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Total Assets Under Management75MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$1,341,218
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY, TX
Financial Advisors at Millenia Financial Partners, LLC
1
Gary Smith (CRD# 1670049) is an Investment Advisor Representative working at Millenia Financial Partners, LLC in Basking Ridge, NJ and has over 28 years of experience in the finance industry.
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