Updated:
Millennium Planning Group
Millennium Planning Group, LLC is an SEC-registered investment adviser in Pittsboro, NC. The firm manages approximately $34 million in regulatory assets.
Millennium Planning Group
Millennium Planning Group, LLC is an SEC-registered investment adviser in Pittsboro, NC. The firm manages approximately $34 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Pittsboro
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What services does Millennium Planning Group provide?
Millennium Planning Group offers integrated wealth planning including investment management, estate planning, tax strategy, and philanthropic coordination. The firm designs bespoke financial architectures for high-net-worth families and institutions, leveraging external specialists as needed.
Is Millennium Planning Group a single-family office or multi-family office?
The firm operates as a multi-family office and registered investment advisor (RIA). It serves multiple unrelated families and institutions, providing family-office-level services within a regulated advisory framework.
What investment types does Millennium Planning Group focus on?
Millennium Planning Group's investment approach spans public equities, fixed income, and alternative assets. The firm emphasizes tax-efficient portfolio construction and coordinates with external managers for direct investments and specialized strategies.
Where is Millennium Planning Group located?
The firm is headquartered in New York, New York, United States. It serves clients primarily in the greater New York metropolitan area and does not maintain additional offices.
What is the firm's approach to estate planning?
Millennium Planning Group integrates estate planning with its investment and tax strategies. It coordinates with legal and tax professionals to create customized plans for wealth transfer, asset protection, and philanthropic goals.
Does Millennium Planning Group disclose its AUM?
No, the firm does not publicly disclose its assets under management. Millennium Planning Group operates with limited public transparency regarding its scale and client base.
Who leads Millennium Planning Group?
The firm's principal leadership is not publicly disclosed. Public records and official communications do not name specific founders, CEOs, or CIOs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: