Millennial Wealth Advisors
Millennial Wealth Advisors (CRD# 174201) is a financial advisory firm headquartered in Chicago, IL. They manage $40,000,000 in 12 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$3,333,333
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Charles Heekin (CRD# 1737715) is an Investment Advisor Representative working at Millennial Wealth Advisors in Chicago, IL and has over 24 years of experience in the finance industry.
Mario Tate (CRD# 4562061) is an Investment Advisor Representative working at Millennial Wealth Advisors in Chicago, IL and has 1 year of experience in the finance industry.