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MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
CRD 117868File 801-76544
APPROVED
Retail clients
Filing as of Jun 8, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.