Millennium Advisory Services, Inc.
CRD 116057SEC# 801-80969Glen Allen, VA
No longer SEC-registered. Millennium Advisory Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$707.5M
Employees
29
Accounts
2,749
Location
Glen Allen, VA
Millennium Advisory Services, Inc. assets under management
Millennium Advisory Services, Inc. is an investment advisory firm registered with the SEC based in Glen Allen, VA. It reports $707.5 million in regulatory assets under management and employs 29 people.
Millennium Advisory Services, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Bernard Hunt Control | President | Under 5% | 2021 |
| Rpw Holdings, LLC | Sole Owner | Over 75% | 2025 |
| Steven Andrew Cooper Control | Chief Compliance Officer / Director Of Operations | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Millennium Advisory Services, Inc. manage?
Millennium Advisory Services, Inc. reports $707.5 million in regulatory assets under management on its Form ADV.
How many employees does Millennium Advisory Services, Inc. have?
Millennium Advisory Services, Inc. reports 29 employees.
Where is Millennium Advisory Services, Inc. located?
Millennium Advisory Services, Inc. is based in Glen Allen, VA.
Does Millennium Advisory Services, Inc. disclose fund performance?
Millennium Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 Eastshore Drive, Suite 305, Glen Allen, VA 23059 |
| Office hours | 8:30a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$707.5MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$707.5Mregulatory AUM
Discretionary $707.5M