Millennium Investment Services
Millennium Investment Services (CRD# 108744) is a financial advisory firm headquartered in Van Nuys, CA. They manage $124,429,905 in 224 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Millennium Investment Services
By the Numbers
-
Total Assets Under Management124MILLION
-
Total Number of Accounts224ACCOUNTS
-
Average Account Value$555,491
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL
Financial Advisors at Millennium Investment Services
1
Anthony Reed (CRD# 2532355) is an Investment Advisor Representative working at Millennium Investment Services in Van Nuys, CA and has over 29 years of experience in the finance industry.
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