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Millennium Capital Advisors Of Pennsylvania, Inc (Malvern)


Millennium Capital Advisors Of Pennsylvania, Inc is a large advisory firm based in Malvern. It manages $72.44 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.

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Millennium Capital Advisors Of Pennsylvania provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Millennium Capital Advisors Of Pennsylvania: assets under management

The assets under management (AUM) of Millennium Capital Advisors Of Pennsylvania, Inc is $72.44 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $72.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $696.52 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Millennium Capital Advisors Of Pennsylvania, Inc 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.

Based in Malvern

The principal office where Millennium Capital Advisors Of Pennsylvania, Inc performs its advisory services is located at Great Valley Corporate Center 30 Valley Stream Par, Malvern, PA 19355, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 610-933-7500 or by fax 610-722-3869,610-993-8500. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.mcaofpa.com.


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