← Directory
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
CRD 117868File 801-76544
APPROVED
Retail clients
Filing as of Jun 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.38B
Above cohort median (national)
Discretionary AUM
$1.33B
Non-discretionary $56.5M
Clients
523
523 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 26, 2012
- Principal office
- Not reported
- Phone
- 800-344-4038
- Website
- HTTPS://WWW.MIRACENTER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.38B
- Discretionary AUM
- $1.33B
- Non-discretionary AUM
- $56.5M
- Discretionary accounts
- 513
- Non-discretionary accounts
- 10
- Total accounts
- 523
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $13.7M |
| Pension and profit sharing plans | 341 | $1.36B |
| Individuals (other than high net worth individuals) | 179 | $15.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 6 | decreased by2 |
| Apr 1, 2026 | Clients | 613 | 523 | decreased by90 |
| Apr 1, 2026 | AUM | $1,374,389,476 | $1,384,837,041 | increased by$10,447,565 |
| Apr 1, 2026 | Accounts | 647 | 523 | decreased by124 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 8 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 464 | 613 | increased by149 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,781,830,323 | $1,374,389,476 | decreased by$407,440,847 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 455 | 647 | increased by192 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 394 | 464 | increased by70 |
| Apr 1, 2022 | AUM | $1,359,677,480 | $1,781,830,323 | increased by$422,152,843 |
| Apr 1, 2022 | Accounts | 394 | 455 | increased by61 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MILLENNIUM INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MILLENNIUM INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.