Overview
Assets Under Management: $143 million
Headquarters: VAN NUYS, CA
High-Net-Worth Clients: 73
Average Client Assets: $1 million
Frequently Asked Questions
MILLENNIUM INVESTMENT SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108744), MILLENNIUM INVESTMENT SERVICES is subject to fiduciary duty under federal law.
MILLENNIUM INVESTMENT SERVICES is headquartered in VAN NUYS, CA.
MILLENNIUM INVESTMENT SERVICES serves 73 high-net-worth clients according to their SEC filing dated November 19, 2025. View client details ↓
According to their SEC Form ADV, MILLENNIUM INVESTMENT SERVICES offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MILLENNIUM INVESTMENT SERVICES manages $143 million in client assets according to their SEC filing dated November 19, 2025.
According to their SEC Form ADV, MILLENNIUM INVESTMENT SERVICES serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.07
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 218
Discretionary Accounts: 188
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 108744
Filing ID: 2028839
Last Filing Date: 2025-11-19 17:56:50
Website: 1