Timothy Lawrence
Millennium Portfolio Advisors · Englewood, Colorado
Timothy Lawrence is a fee-only financial advisor at Millennium Portfolio Advisors in Englewood, Colorado. Millennium Portfolio Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Millennium Portfolio Advisors |
|---|---|
| Based in | Englewood, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $45.5M across 182 accounts |
| SEC registration | Investment adviser representative in CO · CRD 2695337 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.millenniumportfolioadvisors.com |
| Profile |
How Timothy's firm compares
- Millennium Portfolio Advisors's average account is about $250,000, from its Form ADV (assets managed divided by 182 accounts).
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Questions about Timothy
Is Timothy Lawrence a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Millennium Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Millennium Portfolio Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Timothy Lawrence based?
Timothy Lawrence is based in Englewood, Colorado.
Is Timothy Lawrence registered with the SEC?
Yes. Timothy Lawrence is registered as an investment adviser representative in CO (CRD 2695337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Millennium Portfolio Advisors manage?
Millennium Portfolio Advisors reports $45.5M across 182 accounts in assets under management.
How do I contact Timothy Lawrence?
Through Timothy's website, www.millenniumportfolioadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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