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Millennium Investment AND Retirement Advisors, LLC

Millennium Investment AND Retirement Advisors, LLC. CRD 117868

Millennium Investment AND Retirement Advisors, LLC logo

CRD: 117868

Millennium Investment AND Retirement Advisors, LLC

Winston Salem, NC
8003444038
miracenter.com
$1.4B Total AUM
$1.3B Disc. AUM
-- 3Y CAGR
6 Employees
533 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · John Hancock
Clients
Retail and Institutional
Platforms
Capital optimaValue
Established Date
06-25-2007
Office Locations
2

Office Locations

-- Bethesda MD
-- Winston Salem NC

About Millennium Investment AND Retirement Advisors, LLC

Millennium Investment and Retirement Advisors helps business owners, HR teams, RIAs and broker/dealers oversee defined contribution retirement plans. Its patented PlanAnalyzer process delivers an end-to-end fiduciary review and benchmarking to surface compliance, litigation and regulatory risks, with guidance on plan administration and investment lineup selection and education.

Team overview

55 AVG AGE
$277.0M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
6.3 yrs AVG TENURE
6 Employees
5 Advisory Reps
4 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Vertex Peak

Client Personas

North optima

Custodian

Ridge Vector meridian

Investment Themes

Fusion Radial momentum

Investment Vehicles

Fusion

Services

Wave Wave unison Alpha Vital Unison Vector value Delta glacier

Technology

Vital vector Capital ridge

Owner & Executives

Y

YVONNE MORRIS RIZK

Managing Member, Owner

CRD
--
Ownership
25% but less than 50%
(285) 676-2982
legacy.insight@crestcapital.com
in linkedin.com/in/ember-peak
COLIN STEVENS DIXON

COLIN STEVENS DIXON

Financial Advisor, Owner

CRD
#7473584
Ownership
10% but less than 25%
(599) 561-4573
insight.momentum@capitalcapital.com
in linkedin.com/in/focus-eagle

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Contacts

R

RICKY GENE CANIPE

Advisor, Chief Compliance Officer, President

CRD
#4488122
(384) 813-9509
vital.bridge@momentumcapital.com
in linkedin.com/in/vector-value
M

MICHAEL ALAN EDBERG

Portfolio Manager

CRD
#4531892
(665) 323-8051
vertex.focus@glaciercapital.com
in linkedin.com/in/oak-ember
B

Beacon ridge

Bridge focus horizon

CRD
#41338
(544) 603-8911
delta.peak@quantumcapital.com
in linkedin.com/in/crest-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2022
11-28-2023
09-18-2024
12-09-2025
06-08-2026
Category Assets AVG. Account size
Discretionary $1,328,337,041 $2,589,351
Non-Discretionary $56,500,000 $5,650,000
Total $1,384,837,041 $2,647,872

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Separately Managed Accounts

Total SMA Asset: $1,384,837,041

$1.4B Total SMA
Public Funds:
9.5%
Cash:
34.6%
Corporate - Investment Grade:
11.0%
Equity - Exchange:
27.7%
U.S. Government/Agency:
17.2%
Asset class Assets Assets %
Public Funds $648,588,458 9.5%
Cash $2,362,227,437 34.6%
Corporate - Investment Grade $750,997,162 11.0%
Equity - Exchange $1,891,147,399 27.7%
U.S. Government/Agency $1,174,286,473 17.2%
Total $6,827,246,929 100.0%

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