SourcingSourcing

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

C26
CRD 117868·SEC 801-76544
AUM
$1.38B
$1B+
Est. Revenue
$13.8M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
CRD
117868
SEC file #
801-76544
EIN
—
DBA names
—

Economics

AUM
$1.38B
AUM band
$1B+
AUM trajectory
'20'26
$623.6M → $1.38B▲ +122%
Client mix
Pension Profit Sharing Plans341
Individuals Other179
Individuals High Net Worth3

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
miracenter.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COTHROM LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
COTHROM LLC
RIZK, YVONNE, MORRIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MIRACENTER.COM
Rdap Domain Creation Date
2002-10-14T16:39:07Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2033-10-14T16:39:07Z
Rdap Domain Last Changed
2024-08-29T21:49:21Z
Rdap Nameservers
Wren.ns.cloudflare.comYevgen.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (11)

11
RIZK, YVONNE, MORRIS
Direct Owner · 37.5%
5715541
DIXON, COLIN, STEVENS
IAR · Direct Owner · 17.5%
7473584
CARDWELL, WILLIAM, J
IAR
5602142
GETTINGS, WILLIAM, PAUL
IAR
1035568
JAMES THOMAS MACDONALD
IAR
1452505
JAMES MATTHEW HOLLAND
IAR
2181702
RICKY GENE CANIPE
IAR
4488122
MICHAEL ALAN EDBERG
IAR
4531892
PIERCE E ROE
IAR
6791490
Busch, Scott, Charles
IAR
6757917
CHAD GIFFORD
IAR
7255433