M
CRD: 137124
Millennium Portfolio Advisors
Arlington, TX
7202534524
$45.5M Total AUM
$45.5M Disc. AUM
-- 3Y CAGR
2 Employees
161 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-29-2005
- Office Locations
- 2
Office Locations
-- Aurora CO
-- Englewood CO
About Millennium Portfolio Advisors
Millennium Portfolio Advisors is a Arlington-based RIA with 2 offices. The firm has been operating for 20 years. Managing $45.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and US Bank. Services offered include Insurance, Tax Planning.
Team overview
-- AVG AGE
$22.7M AVG AUM / ADVISOR
$282.5K AVG AUM / CLIENT
17.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Pioneer unison
Investment Themes
Frontier Alpha pioneer
Investment Vehicles
Crest insight Oak
Services
Momentum vertex Frontier oak
Owner & Executives
T
TED ROBERT DEVOE
Owner, PRINCIPAL
- CRD
- #4776346
- Ownership
- 75% or more
(622) 608-4536
summit.wave@valuecapital.com
in linkedin.com/in/meridian-value
Showing 1 of 1 owners & executives
Unlock allContacts
T
TIMOTHY JAMES LAWRENCE
--
- CRD
- #2695337
(950) 714-5525
pathway.prime@harborcapital.com
in linkedin.com/in/optima-frontier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,483,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,483,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,483,000
Equity - Exchange:
27.1% Cash:
36.7% Corporate - Investment Grade:
36.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,371,432,057 | 27.1% |
| Cash | $1,857,253,007 | 36.7% |
| Corporate - Investment Grade | $1,831,949,833 | 36.2% |
| Total | $5,060,634,897 | 100.0% |