Millennial Wealth Advisors

Millennial Wealth Advisors (CRD# 174201) is a financial advisory firm headquartered in Chicago, IL. They manage $35,000,000 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $2,916,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
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.

IL, OH

Financial Advisors at Millennial Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Charles L. Heekin
CRD#: 1737715
541 N. Fairbanks Court, Suite 1930, Chicago, IL 60611
93
Wealthminder
score

Charles Heekin (CRD# 1737715) is an Investment Advisor Representative working at Millennial Wealth Advisors in Chicago, IL and has over 23 years of experience in the finance industry.

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