MillenniuM Investment Retirement Advisors LLC

  • Financial Services
  • Charlotte NC
  • 6 employees
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Company Overview

Headquarters
8008 Corporate Center Dr., Suite 150, Charlotte NC
Website
fix401k.com
Phone
(704) 705-4539
Employees
6
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is MillenniuM Investment Retirement Advisors LLC

MillenniuM Investment Retirement Advisors LLC is a limited liability company located in Charlotte, North Carolina. The firm employs 6 people. MillenniuM Investment Retirement Advisors LLC provides fiduciary advisory services for retirement plans. Their services focus on reducing costs, eliminating conflicts of interest, and ensuring strict compliance with IRS, DOL, and ERISA guidelines. Unlike traditional investment firms, MillenniuM Investment Retirement Advisors LLC does not receive payment from investment product sponsors. This structure ensures they operate without conflicts of interest commonly found with traditional stockbrokers or dual-licensed advisors. You can learn more about MillenniuM Investment Retirement Advisors LLC's services by visiting their website at fix401k.com.

Company Leadership

MillenniuM Investment Retirement Advisors LLC Industry Tags

retirement plans
401k
403b
3(38) Independent Fiduciary
Fiduciary Investment Management
Participant advice
CPA
CFP
AIFA
QKA
Financial Services
Financial Advisory Services
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Companies Similar to MillenniuM Investment Retirement Advisors LLC

Analyze industry trends and opportunities by examining competitors and companies comparable to MillenniuM Investment Retirement Advisors LLC, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M 7
10M 5 Vero Beach, FL 2010
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10M 13 White River Junction, VT 2011
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FAQ

What is the location of MillenniuM Investment Retirement Advisors LLC's headquarters?
The headquarters of MillenniuM Investment Retirement Advisors LLC are situated at Charlotte NC
What is MillenniuM Investment Retirement Advisors LLC's phone number?
MillenniuM Investment Retirement Advisors LLC's contact number is (704) 705-4539.
What is MillenniuM Investment Retirement Advisors LLC's official website?
The official website of MillenniuM Investment Retirement Advisors LLC can be found at fix401k.com.
How many employees does MillenniuM Investment Retirement Advisors LLC currently have?
MillenniuM Investment Retirement Advisors LLC employs approximately 6+ people
Which industries is MillenniuM Investment Retirement Advisors LLC primarily operating in?
MillenniuM Investment Retirement Advisors LLC operates in the following industries: Credit, Finance
Who is the President of MillenniuM Investment Retirement Advisors LLC?
MillenniuM Investment Retirement Advisors LLC's President is Nichelle Rizk
What are MillenniuM Investment Retirement Advisors LLC's industry tags?
MillenniuM Investment Retirement Advisors LLC's industry tags include: retirement plans, 401k, 403b

Employee Directory

Key Employees

James Holland

Partner

Doug Rongo

Investment Adviser Representative