Millennial Financial Planning, LLC
Millennial Financial Planning, LLC (CRD# 286496) is a financial advisory firm headquartered in Philadelphia, PA. They manage $835,201 in 31 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Millennial Financial Planning, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts31ACCOUNTS
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Average Account Value$26,942
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA
Financial Advisors at Millennial Financial Planning, LLC
1
Robert Gessner (CRD# 6291392) is an Investment Advisor Representative working at Millennial Financial Planning, LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.
2
Christopher Klaber (CRD# 2549201) is an Investment Advisor Representative working at Millennial Financial Planning, LLC in Philadelphia, PA and has over 24 years of experience in the finance industry.
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