MillenniuM Investment & Retirement Advisors, LLC

Company

MillenniuM Investment & Retirement Advisors, LLC

Financial Services 8008 Corporate Center Dr. 6 employees

Employees: 6
Contacts: 3
Emails: 3
Phones: 1

www.fix401k.com LinkedIn

MillenniuM Investment & Retirement Advisors, LLC Overview

Headquarters: 8008 Corporate Center Dr.
Website: www.fix401k.com
Industry: Financial Services
Employees: 6
Founded: 1994
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

retirement plans 401k 403b 3(38) Independent Fiduciary Fiduciary Investment Management Participant advice Credentials: IRS Enrolled Agent CPA CFP AIFA QKA

About MillenniuM Investment & Retirement Advisors, LLC

MillenniuM, based in Charlotte, is a Fiduciary Advisory firm for retirement plans. Specializing in reducing costs, eliminating conflicts of interest, and ensuring strict compliance with IRS, DOL and ERISA guidlines. Unlike most investment firms, MillenniuM is structured so that we don’t recieve payment from investment product sponsors (like mutual fund companies). This means that we have none of the conflicts of interest of traditional stockbrokers or dual-licensed advisors.

MillenniuM Investment & Retirement Advisors, LLC Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

MillenniuM Investment & Retirement Advisors, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
James Holland	Synchronomics Company Llc	Charlotte, North Carolina, United States	Email
Michael Edberg, Cfa, Aif	Portfolio Manager at Millennium	Washington Dc-baltimore Area, United States	Email Phone
Colin Dixon	Financial Advisor for Individual Ira	Winston-salem, North Carolina, United States	View
Doug Rongo	Creating Plans That Succeed for All	Hickory, North Carolina, United States	Email