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.
View Top Employees from MillenniuM Investment & Retirement Advisors, LLC| Website | http://www.fix401k.com |
| Employees | 6 (6 on RocketReach) |
| Founded | 1994 |
| Address | 8008 Corporate Center Dr. Suite 150, Charlotte, North Carolina 28226, US |
| Technologies |
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| Industry | Financial Services, Retirement Plans, 401k, 403b, 3(38) Independent Fiduciary, Fiduciary Investment Management, Participant advice, Credentials: IRS Enrolled Agent, CPA, CFP, AIFA, QKA |
| Web Rank | 28 Million |
| Keywords | Millennium Investment And Retirement Advisors (Mira) |
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MillenniuM Investment & Retirement Advisors, LLC Questions
James Holland is the Partner of MillenniuM Investment & Retirement Advisors, LLC.
6 people are employed at MillenniuM Investment & Retirement Advisors, LLC.
MillenniuM Investment & Retirement Advisors, LLC is based in Charlotte, North Carolina.
Top MillenniuM Investment & Retirement Advisors, LLC Employees
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