Millennium Advisory Services

Q: What is Millennium Advisory Services's official website?

Millennium Advisory Services's official website is www.mas-edu.com

Q: What is Millennium Advisory Services's Revenue?

Millennium Advisory Services's revenue is <$5 Million

Q: What is Millennium Advisory Services's SIC code?

Millennium Advisory Services's SIC: 62,628

Q: What is Millennium Advisory Services's NAICS code?

Millennium Advisory Services's NAICS: 52,523

Q: How many employees does Millennium Advisory Services have?

Millennium Advisory Services has 11-50 employees

Q: What industry does Millennium Advisory Services belong to?

Millennium Advisory Services is in the industry of: Finance , Securities Trading

Q: What is Millennium Advisory Services competition?

Millennium Advisory Services top competitors include: Core Wealth Management , Charles Carroll Financial Partners , Stockade Wealth Management , Mosaic Financial Advisors

Q: What technology does Millennium Advisory Services use?

Some of the popular technologies that Millennium Advisory Services uses are: CSC Corporate Domains, Drupal, reCAPTCHA, Google Universal Analytics

Q: How do I contact Millennium Advisory Services?

Millennium Advisory Services contact info: Phone number: (804) 346-1044 Website: www.mas-edu.com

Q: What does Millennium Advisory Services do?

Millennium Advisory Services is an independent registered investment advisory firm headquartered in Glen Allen, Virginia. We specialize in goal-based financial planning and fee-based asset management. Our team of professionals works closely with you to develop a foundation for financial success - your personal Wealthcare plan. We begin by meeting w... ith you to gain an understanding of your current financial situation and your life goals. Our planning team will then develop a customized investment strategy based on your priorities, and your written Wealthcare plan will include recommendations intended to give you a high degree of confidence that you will be able to achieve the goals you value most. We also work closely with our clients to implement the recommendations of their Wealthcare plan. Through our fee-based asset management program, clients receive continual account monitoring and rebalancing as well as ongoing planning services. Read More

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

5340 Twin Hickory Rd, Glen Allen, Virgin...

Phone Number

(804) 346-1044

Website

www.mas-edu.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

ZI Rank: 1

Signal Type

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Feb

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Jun

ZI Rank

About Millennium Advisory Services

Millennium Advisory Services is an independent registered investment advisory firm headquartered in Glen Allen, Virginia. We specialize in goal-based financial planning and fee-based asset management. Our team of professionals works closely with you to develop a foundation for financial success - your personal Wealthcare plan. We begin by meeting with you to gain an understanding of your current financial situation and your life goals. Our planning team will then develop a customized investment strategy based on your priorities, and your written Wealthcare plan will include recommendations intended to give you a high degree of confidence that you will be able to achieve the goals you value most. We also work closely with our clients to implement the recommendations of their Wealthcare plan. Through our fee-based asset management program, clients receive continual account monitoring and rebalancing as well as ongoing planning services.Explore more

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Popular SearchesMillennium Advisory Services IncMillennium Advisory ServicesMillennium Advisory Service IncMillennium Advisory Services LtdMillennium Capital ManagementSIC Code 62,628NAICS Code 52,523Show more

Millennium Advisory Services Org Chart

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Michael Camizzi

Director, Trading

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Jordan Smith

Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Millennium Advisory Servi...

<$5M

11-50

Private

<$5M

2001

Michael CamizziDirector, Trading

Stockade Wealth Managemen...

<$5M

1-10

Private

2014

Jaime QuiñonesFounder & Wealth Management Advisor

Charles Carroll Financial...

<$5M

1-10

Private

2008

N/A

Mosaic Financial Advisors

<$5M

1-10

Private

2007

Norman BoonePresident

Bollin Wealth Management

<$5M

1-10

Private

2004

Christina SimonManager, Operations

Core Wealth Management

<$5M

1-10

Private

2012

Christina DempseyFounder & CEO

Townsend Financial Planni...

<$5M

1-10

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Melody TownsendPresident & Senior Financial Advisor & Founder & CEO

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Millennium Advisory Services financials insights

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2020

Debt

$150K

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Millennium Advisory Services Tech Stack

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Millennium Advisory Services News & Media

US in the news: Hightower acquires stake in Virginia wealth firm | International Adviser
A round-up of people moves and M&A deals across North America #ma #usinthenews
international-adviser.com

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Frequently Asked Questions Regarding Millennium Advisory Services

What is Millennium Advisory Services's official website?

Millennium Advisory Services's official website is www.mas-edu.com

What is Millennium Advisory Services's Revenue?

Millennium Advisory Services's revenue is <$5 Million

What is Millennium Advisory Services's SIC code?

Millennium Advisory Services's SIC: 62,628

What is Millennium Advisory Services's NAICS code?

Millennium Advisory Services's NAICS: 52,523

How many employees does Millennium Advisory Services have?

Millennium Advisory Services has 11-50 employees

What industry does Millennium Advisory Services belong to?

Millennium Advisory Services is in the industry of: Finance, Securities Trading

What is Millennium Advisory Services competition?

Millennium Advisory Services top competitors include: Core Wealth Management, Charles Carroll Financial Partners, Stockade Wealth Management, Mosaic Financial Advisors

What technology does Millennium Advisory Services use?

Some of the popular technologies that Millennium Advisory Services uses are: CSC Corporate Domains, Drupal, reCAPTCHA, Google Universal Analytics

How do I contact Millennium Advisory Services?

Millennium Advisory Services contact info: Phone number: (804) 346-1044 Website: www.mas-edu.com

What does Millennium Advisory Services do?

What are Millennium Advisory Services social media links?

Millennium Advisory Services Linkedin page Millennium Advisory Services Facebook page

Is Millennium Advisory Services a public company?

Millennium Advisory Services is private company therefore does not currently have an official ticker symbol

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