MillenniuM Investment & Retirement Advisors Revenue

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

MillenniuM Investment & Retirement Advisors revenue & valuation

Annual revenue	$41,200,000
Revenue per employee	$8,226,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$131,700,000
Total funding	No funding

Key Contact at MillenniuM Investment & Retirement Advisors

Nichelle Rizk

President

Company overview

Headquarters	8008 Corporate Center Dr., Suite 150, Charlotte, North Carolina 28226, US
Phone number	+13019510787
Websites	fix401k.com miracenter.com
NAICS	52
Keywords	CPA, 401K, Retirement Plans, 403B, CFP, 3(38) Independent Fiduciary, Aifa, Credentials: Irs Enrolled Agent, Fiduciary Investment Management, Participant Advice, QKA
Founded	1994
Employees	1-10
Socials

About MillenniuM Investment & Retirement Advisors

MillenniuM, based in Charlotte, is a Fiduciary Advisory firm for retirement plans. Specializing in reducing costs, eliminating conflicts of interest, and ensuring strict compliance with IRS, DOL and ERISA guidlines. Unlike most investment firms, MillenniuM is structured so that we don’t recieve payment from investment product sponsors (like mutual fund companies). This means that we have none of the conflicts of interest of traditional stockbrokers or dual-licensed advisors.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

MillenniuM Investment & Retirement Advisors has never raised funding before.

MillenniuM Investment & Retirement Advisors Tech Stack

Discover the technologies and tools that power MillenniuM Investment & Retirement Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Hello Elementor

WordPress themes

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Calendly

Appointment scheduling

WordPress

Blogs

RankMath SEO

SEO

Google Analytics

Analytics

Frequently asked questions

MillenniuM Investment & Retirement Advisors is located in Charlotte, North Carolina, US.

You can reach MillenniuM Investment & Retirement Advisors at +13019510787.

MillenniuM Investment & Retirement Advisors generates an estimated annual revenue of $41,129,087. This revenue figure reflects the company's market position and business performance in its industry.

MillenniuM Investment & Retirement Advisors has an estimated valuation of $131,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

MillenniuM Investment & Retirement Advisors was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

MillenniuM Investment & Retirement Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at MillenniuM Investment & Retirement Advisors

Nichelle Rizk

President

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