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MILLENNIUM FINANCIAL SERVICES LLP
CRD 118082
932 HUNGERFORD DRIVE, SUITE 27A, ROCKVILLE, MD, 20850-1752, United States
Phone
301-569-0965
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.4M
Discretionary AUM
$22.4M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Partnership
Filing date
2024-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $11.2M |
| High net worth individuals | 8 | $11.2M |
Official SEC filing: View on IAPD