Millennium Advisory Services, Inc., a HUB International company

Investment Management

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Millennium Advisory Services Inc., a HUB International company, was founded in 2001 and joined HUB Retirement & Private Wealth in 2021. We are a registered investment advisory firm located in Glen Allen, Virginia. We provide objective, customized financial planning and asset management for employees of colleges and universities, and other individuals seeking fee-only financial planning and asset management services

Contact Information

Glen Allen , Virginia , United States

mas-edu.com

Millennium Advisory Services, Inc., a HUB International company Org Chart

Employees

Total Employees:
16

Top Contacts:
2

C-Level 0	VP - Level-
Director-	Manager2
Others14

Employees Working At Millennium Advisory Services, Inc., a HUB International company

Antonio Kitt

Director Business Development

Steve C

Chief Compliance Officer Director of Operations

Thomas Siebers

Advisor Services Manager

Danielle Dykes

Financial Planning Manager

Laneka Sledge

Financial Planning Associate

Millennium Advisory Services, Inc., a HUB International company Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@vailplace.org
<first><l>@	John@vailplace.org
<first>@	John@vailplace.org

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Richmond, VA	communication, compliance, financial, scheduling, k
CRM Implementation	Richmond, VA	communication, compliance, financial, scheduling, k
Compliance	Richmond, VA	communication, compliance, financial, scheduling, k
Digital Transformation	Richmond, VA	communication, compliance, financial, scheduling, k
Microsoft Technologies	Richmond, VA	communication, compliance, financial, scheduling, k

Trigger

Tech Stack Used By Millennium Advisory Services, Inc., a HUB International company

A quick view of products employed by Millennium Advisory Services, Inc., a HUB International company

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List of technologies used by Millennium Advisory Services, Inc., a HUB International company

Communication

Compliance

Financial

Scheduling

Languages Used By Millennium Advisory Services, Inc., a HUB International company

Jobs at Millennium Advisory Services, Inc., a HUB International company

Hiring 2024-09-22 06:27:08

Financial Planning & Service Associate

Richmond, VA

We currently have an opportunity for a Financial Planning & Service Associate to join our Retirem...

Frequently Asked Questions About Millennium Advisory Services, Inc., a HUB International company

What does Millennium advisory services, inc., a hub international company do?+

What is Millennium advisory services, inc., a hub international company's industry? +

Millennium advisory services, inc., a hub international company operates in the Investment management industry.

What is Millennium advisory services, inc., a hub international company's revenue? +

Millennium advisory services, inc., a hub international company's revenue is 11m - 100m

What is Millennium advisory services, inc., a hub international company's company size? +

Millennium advisory services, inc., a hub international company has 11 - 50 employees.

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