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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Millennium Planning Group, LLC

Showing 1 - 2 of 2 top financial advisors.

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.

Matthew D. Rubush

CRD#: 7635632

Cary, NC

Matthew Rubush (CRD# 7635632) is an Investment Advisor Representative working at Millennium Planning Group, LLC in Cary, 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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