Millennium Portfolio Advisors

Millennium Portfolio Advisors (CRD# 137124) is a financial advisory firm headquartered in , . They manage $16,874,000 in 210 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $80,352
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
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.

CO, TX

Financial Advisors at Millennium Portfolio Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Ted R. Devoe
CRD#: 4776346
Aurora, CO
93
Wealthminder
score

Ted Devoe (CRD# 4776346) is an Investment Advisor Representative working at Millennium Portfolio Advisors in Aurora, CO and has over 12 years of experience in the finance industry.

2
Timothy J. Lawrence
CRD#: 2695337
Englewood, CO
73
Wealthminder
score

Timothy Lawrence (CRD# 2695337) is an Investment Advisor Representative working at Millennium Portfolio Advisors in Englewood, CO and has over 20 years of experience in the finance industry.

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