Millenia Financial Partners, LLC

Millenia Financial Partners, LLC (CRD# 110832) is a financial advisory firm headquartered in , . They manage $42,295,000 in 139 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $304,281
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY

Financial Advisors at Millenia Financial Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary L. Smith
CRD#: 1670049
Basking Ridge, NJ
93
Wealthminder
score

Gary Smith (CRD# 1670049) is an Investment Advisor Representative working at Millenia Financial Partners, LLC in Basking Ridge, NJ and has over 20 years of experience in the finance industry.

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