Adviser Profile
| As of Date | 08/01/2025 |
| Registration status | Registration Changed to MILLENIA FINANCIAL PARTNERS, LLC |
| Contact Info | 908 xxxxxxx |
| AUM* | 115,822,000 54% |
| of that, discretionary | 115,822,000 54% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,052,927 -21% |
| % High Net Worth | 100.00% 47% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds