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MILLENNIUM INVESTMENT SERVICES
CRD 108744 · SEC 801-57394
16217 KITTRIDGE STREET, VAN NUYS, CA, 91406, United States
Phone
818-902-5544
Fax
818-786-4271
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.9M
Discretionary AUM
$146.8M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersBUSINESS MANAGEMENT (CONCIERGE SERVICES)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $10.5M |
| High net worth individuals | 72 | $119.8M |
| Pooled investment vehicles | 2 | $15.3M |
| Pension/profit sharing plans | 11 | $6.2M |
| Corporations/business entities | 5 | $2.0M |
States served
CA, FL
All web addresses on file
Official SEC filing: View on IAPD