Mullennium Finance LLC

Mullennium Finance LLC is a RIA with 1 advisor nationwide. William Thomas Mullen is the majority owner of the firm and has been in this role with the firm since 1992.

Advisors (1)

Name	Start Date
Bill Mullen, CFP®, MBA	Oct 2007

*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

Not Available

Total Assets

Not Available

Accounts

Not Available

Estimated Average Account Balance

*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

Bill Mullen, CFP®, MBA (75% or more)

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name	Title	Tenure Date
Bill Mullen, CFP®, MBA	Member and Chief Compliance Officer	02/01/1992

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:
Phone Number:	No Information

Other Offices Address	City	State	Zip
2700 Homestead Road	Park City	UT	84098

Firm Compensation Arrangements

Fee Only
Firm

This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Key Information

Type:	Investment Adviser Firm
HQ:	Not listed
Employees:	About 1
Total Assets:	No Information
Website:	Mullennium Finance LLC

Client Types

	Individuals
	High Net Worth Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing as of 04/30/2012.

Professional Designations

Certified Financial Planner

A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Membership Associations

Financial Planning Association

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

State Registrations

Mullennium Finance LLC is registered in the following states: CA and UT

Firm Services

	Portfolio Management	85%
	Individuals and/or Small Businesses
	Businesses or Institutional Clients
	Financial Planning	15%
	Estate Planning
	Comprehensive Financial Planning
	Retirement Planning