Millennium Portfolio Advisors

Millennium Portfolio Advisors (CRD# 137124) is a financial advisory firm headquartered in , . They manage $35,319,182 in 157 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.millenniumportfolioadvisors.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $224,963
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Millennium Portfolio Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Ted Devoe, financial advisor Aurora CO
Ted R. Devoe
CRD#: 4776346
Aurora, CO

Ted Devoe (CRD# 4776346) is an Investment Advisor Representative working at Millennium Portfolio Advisors in Aurora, CO and has over 20 years of experience in the finance industry.

2
Timothy Lawrence, financial advisor Englewood CO
Timothy J. Lawrence
CRD#: 2695337
Englewood, CO

Timothy Lawrence (CRD# 2695337) is an Investment Advisor Representative working at Millennium Portfolio Advisors in Englewood, CO and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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