MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
SEC RegisteredTogether, we can improve America's 401(k) plans
About the firm
MillenniuM Investment & Retirement Advisors, LLC (MIRA) is an unaffiliated, ERISA-defined independent fiduciary to 401(k) and other defined contribution plans, built by financial industry veterans. The firm provides unbiased, fee-only consulting services and operates as a fiduciary, committing to personalized service, unbiased advice, and vigorous ongoing monitoring. MIRA offers a patented review process called PlanAnalyzer to help retirement plans stay compliant.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent fiduciary services for 401(k) and other defined contribution plans, including compliance monitoring, investment consulting, fee reduction guidance, IRS and Department of Labor investigation support, and the PlanAnalyzer patented plan review process. Services are provided on a fee-only, unbiased basis.
Who they serve
Plan sponsors (business owners and HR representatives), broker/dealers, and advisors (RIAs) who manage or offer employer-sponsored retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 179 | $16M |
| High Net Worth Individuals | 3 | $14M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 341 | $1.4B |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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