Millennium Asset Management, LLC

Millennium Asset Management, LLC (CRD# 120735) is a financial advisory firm headquartered in Calabasas, CA. They manage $3,800,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $380,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Millennium Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert M. Maltbie
CRD#: 1111876
22287 Mulholland Hwy, Suite 417, Calabasas, CA 91302
93
Wealthminder
score

Robert Maltbie (CRD# 1111876) is an Investment Advisor Representative working at Millennium Asset Management, LLC in Calabasas, CA and has over 22 years of experience in the finance industry.

2
Amiel Traynum
CRD#: 5436418
21900 Burbank Blvd., Suite 3, Woodland Hills, CA 91367
93
Wealthminder
score

Amiel Traynum (CRD# 5436418) is an Investment Advisor Representative working at Millennium Asset Management, LLC in Woodland Hills, CA and has over 10 years of experience in the finance industry.

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