Millennium Investment Services
Millennium Investment Services (CRD# 108744) is a financial advisory firm headquartered in Van Nuys, CA. They manage $91,761,295 in 366 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management92MILLION
Total Number of Accounts366ACCOUNTS
Average Account Value$250,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL
Anthony Reed (CRD# 2532355) is an Investment Advisor Representative working at Millennium Investment Services in Van Nuys, CA and has over 23 years of experience in the finance industry. Anthony Reed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.