MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

CHARLOTTE, North Carolina·6 registered advisors·CRD# 117868
SEC# 801-765443704-743-3335
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

6 registered advisors
Colin Stevens Dixon
CHARLOTTE, North Carolina
James Matthew Holland
CHARLOTTE, North Carolina
John Clay Dixon
CHARLOTTE, North Carolina
Larry Grant Canipe
CHARLOTTE, North Carolina
Ricky Gene Canipe
CHARLOTTE, North Carolina
Yvonne Morris Rizk
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
6 advisors

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Data sourced from SEC Form ADV filings. MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC (CRD# 117868) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.