Millennium Portfolio Advisors
Millennium Portfolio Advisors (CRD# 137124) is a financial advisory firm headquartered in , . They manage $35,319,182 in 157 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Millennium Portfolio Advisors
By the Numbers
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Total Assets Under Management35MILLION
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Total Number of Accounts157ACCOUNTS
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Average Account Value$224,963
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
CO, TX
Financial Advisors at Millennium Portfolio Advisors
1
Ted Devoe (CRD# 4776346) is an Investment Advisor Representative working at Millennium Portfolio Advisors in Aurora, CO and has over 20 years of experience in the finance industry.
2
Timothy Lawrence (CRD# 2695337) is an Investment Advisor Representative working at Millennium Portfolio Advisors in Englewood, CO and has over 28 years of experience in the finance industry.
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