Millennium Personal Finance, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 338275
· Ypsilanti, MI
· www.MillenniumPF.com
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ADV data as of Aug 10, 2026
- Regulatory AUM
- $485K
- Discretionary
- $485K
- Clients
- 6
- Avg AUM / client
- $80.8K
- Accounts
- 13
- Employees
- 2
AUM over time
$485K
$485K
Mar 31, 2026
Aug 10, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $121K | 25.0% |
| High net worth individuals | 1 | $364K | 75.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Luke Andrew Zimmerman | Registered representative | Nov 2025 (1y) | ||
| Andrew Duncan | Registered representative | Dec 2025 (1y) | ||
| Ethan H Delaney | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 10, 2026.
View current Form ADV (SEC/IAPD) ↗