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MILLENNIUM INVESTMENT SERVICES
VAN NUYS, CA
818-902-5544
SEC #801-57394Total AUM
$153.9M
Employees
3Clients
134Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16217 KITTRIDGE STREET
VAN NUYS
CA 91406
United States
VAN NUYS
CA 91406
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
818-902-5544
Other Offices
1
Financials
Total AUM
$153.9M
Accounts
227Discretionary
$146.8M
Accounts
198Non-Discretionary
$7.1M
Accounts
29
Clients
Individual Clients
44AUM
$10.5M
HNW Individual Clients
72AUM
$119.8M
Pooled Vehicle Clients
2AUM
$15.3M
Pension/Profit Sharing Plan Clients
11AUM
$6.2M
Corporation or Business Clients
5AUM
$2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BUSINESS MANAGEMENT (CONCIERGE SERVICES)
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFL
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.