Third Millennium Investment Advisors, LLC is an investment adviser to an investment company based in Richmond. It manages $18.91 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.
Third Millennium Investment Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Third Millennium Investment Advisors, LLC is $18.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 627% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Third Millennium Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Thomas Connor has served as the Chief Investment Officer since 1 Mar 2008. Commonwealth Capital Management Llc joined the executive team most recently as the Member.
The principal office where Third Millennium Investment Advisors, LLC performs its advisory services is located at 8730 Stony Point Parkway, Richmond, VA 23235, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-267-7400 or by fax 804-330-5830. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.balestracapitalltd.com.