RIA · CRD 338275SEC-Registered

Updated:

Millennium Personal Finance, LLC

Millennium Personal Finance, LLC is an SEC-registered investment adviser in Ypsilanti, MI. The firm manages approximately $484,834 in assets.

Millennium Personal Finance, LLC

Millennium Personal Finance, LLC is an SEC-registered investment adviser in Ypsilanti, MI. The firm manages approximately $484,834 in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who controls Millennium Personal Finance, LLC?

No principal has been publicly named for Millennium Personal Finance, LLC. The entity's ownership and management structure are not disclosed in any public filings or press reports.

What is the investment strategy of Millennium Personal Finance, LLC?

The firm's investment strategy is not publicly documented. The entity's name suggests a focus on personal finance or wealth management, but no asset-class preferences, stage focus, or sector tags have been reported.

Is Millennium Personal Finance, LLC a single-family office?

Given the limited liability company structure and absence of third-party marketing, the entity likely operates as a single-family office or holding company for a private individual. This is not confirmed by public records.

Does Millennium Personal Finance, LLC participate in co-investments or fund commitments?

No co-investment activity or fund commitments under the name Millennium Personal Finance, LLC appear in public sources. The firm's deal flow and partnership posture are unknown.

Where is Millennium Personal Finance, LLC headquartered?

The headquarters location of Millennium Personal Finance, LLC is not publicly listed. The entity is registered as a US-based limited liability company, but further geographic details are unavailable.

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