Michael
Edberg
Millennium Investment And Retirement Advisors, LLC
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About this Advisor
Michael Edberg is a financial advisor based in Bethesda, Maryland, working with Millennium Investment And Retirement Advisors, LLC. Michael has previously held positions at Plotkin Financial Advisors, LLC, J.M. Edberg Investment Management LLC, Independent Financial Group, LLC, and Millennium Investment And Retirement Advisors, LLC. Michael is registered to provide services in Maryland. Currently, Michael is part of Millennium Investment And Retirement Advisors, LLC, which operates out of Bethesda, Maryland. The firm has 4 offices and 6 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Millennium Investment And Retirement Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Millennium Investment And Retirement Advisors, LLC Brokerage Details
$1,659,426,210
6
703
$2,360,492
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Edberg Work History
Millennium Investment And Retirement Advisors, LLC
Plotkin Financial Advisors, LLC
Independent Financial Group, LLC
J.M. Edberg Invesment Management LLC
Disclosures
Please visit the SEC profile of Michael Edberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Millennium Investment And Retirement Advisors, LLC
Bethesda, MD
Charlotte, NC
Charlotte, NC
Mechanicsville, VA
Charlotte, NC
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