CRD: 338275
Millennium Personal Finance, LLC
$484.8K Total AUM
$484.8K Disc. AUM
-- 3Y CAGR
2 Employees
6 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-21-2025
- Office Locations
- 2
Office Locations
301 W Michigan AVE, STE 407 Ypsilanti MI
-- Ypsilanti MI
About Millennium Personal Finance, LLC
Millennium Personal Finance, LLC is a Ypsilanti-based RIA with 2 offices. The firm has been operating for 0 years. Managing $484.8K in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$242.4K AVG AUM / ADVISOR
$80.8K AVG AUM / CLIENT
0.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
L
Luke Andrew Zimmerman
Chief Compliance Officer, Managing Member, Owner
- CRD
- #7087844
- Ownership
- 75% or more
Available
Available
Available
A
Andrew Duncan
FINANCIAL PLANNER, SENIOR PARTNER
- CRD
- #7972779
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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E
Ethan H Delaney
--
- CRD
- #8197503
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $484,834 | -- |
| Non-Discretionary | $0 | -- |
| Total | $484,834 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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