Millennium Financial Services LLP

Millennium Financial Services LLP (CRD# 118082) is a financial advisory firm headquartered in Rockville, MD. They manage $22,419,155 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

932 Hungerford Drive, Suite 27a, Rockville, MD 20850

By the Numbers

Total Assets Under Management

22

MILLION
Total Number of Accounts

85

ACCOUNTS
Average Account Value

$263,755

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Millennium Financial Services LLP

Showing 1 - 2 of 2 top financial advisors.

Katarzyna A. Kusmierz

CRD#: 4535429

932 Hungerford Drive, Suite 27a, Rockville, MD 20850

Katarzyna Kusmierz (CRD# 4535429) is an Investment Advisor Representative working at Millennium Financial Services LLP in Rockville, MD and has 1 year of experience in the finance industry.

William A. Lascelle

CRD#: 4535428

932 Hungerford Drive, Suite 27a, Rockville, MD 20850

William Lascelle (CRD# 4535428) is an Investment Advisor Representative working at Millennium Financial Services LLP in Rockville, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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