Assets Under Management
$58.7M
Number of Clients
297
Number of Advisors
12
Average Client AUM
$198K
AUM per Advisor
$4.9M
Compensation
Fee-Only (AUM)
Millennial Advisers offers investment strategies based on client objectives and risk tolerance. Client accounts generally do not have minimum size requirements, though custodians or third-party managers may. They offer investment advisory services in accounts held at custodians and may use third-party money managers.
Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281