Millennium Investment and Retirement Advisors, LLC
● SEC registered since 2012CRD 117868SEC# 801-76544
Reg. AUM
$1.38B
Employees
6
Accounts
523
Location
—
Millennium Investment and Retirement Advisors, LLC assets under management
Millennium Investment and Retirement Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2012. It reports $1.4 billion in regulatory assets under management and employs 6 people.
Millennium Investment and Retirement Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Stevens Dixon Control | Chief Compliance Officer | Under 5% | 2025 |
| Colin Stevens Dixon | Owner | 10-25% | 2024 |
| Cothrom LLC Control | Owner | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Millennium Investment and Retirement Advisors, LLC manage?
Millennium Investment and Retirement Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Millennium Investment and Retirement Advisors, LLC have?
Millennium Investment and Retirement Advisors, LLC reports 6 employees.
Does Millennium Investment and Retirement Advisors, LLC disclose fund performance?
Millennium Investment and Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 800-344-4038 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.38B▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $1.33BNon-discretionary $56.5M