Millennium Planning Group, LLC

Millennium Planning Group, LLC (CRD# 322368) is a financial advisory firm headquartered in Pittsboro, NC. They manage $15,362,200 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
120 Mosaic Blvd., Suite 120-7, Pittsboro, NC 27312
https://www.facebook.com/michaelwhitmanmba
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $152,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Millennium Planning Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Dana Gower, financial advisor Cary NC
Dana W. Gower
CRD#: 3270042
Cary, NC

Dana Gower (CRD# 3270042) is an Investment Advisor Representative working at Millennium Planning Group, LLC in Cary, NC and has over 24 years of experience in the finance industry.

2
Michael Whitman, financial advisor Pittsboro NC
Michael C. Whitman
CRD#: 5738461
120 Mosaic Blvd., Suite 120-7, Pittsboro, NC 27312

Michael Whitman (CRD# 5738461) is an Investment Advisor Representative working at Millennium Planning Group, LLC in Pittsboro, NC and has over 14 years of experience in the finance industry.

3
Matthew Rubush, financial advisor Pittsboro NC
Matthew D. Rubush
CRD#: 7635632
120 Mosaic Blvd., Suite 120-7, Pittsboro, NC 27312

Matthew Rubush (CRD# 7635632) is an Investment Advisor Representative working at Millennium Planning Group, LLC in Pittsboro, NC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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