$34.6M Total AUM
$34.6M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-1997
- Office Locations
- 1
Office Locations
-- Barboursville VA
About Third Millennium Advisors, Inc.
Third Millennium Advisors is an independent, fee-only RIA providing comprehensive financial planning and investment management for individuals and families. CFP® professionals work under a fiduciary standard and use a targeted wealth management process with ongoing monitoring. Portfolios are primarily implemented with public funds and ETFs, with accounts custodied at Charles Schwab.
Team overview
71 AVG AGE
$34.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
28.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM WESLEY CAMERON
President
- CRD
- #2360063
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,645,198 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,645,198 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing