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MILLENNIUM INVESTMENT SERVICES

Tel: 818-902-5544
16217 Kittridge Street
Van Nuys, California  91406

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MILLENNIUM INVESTMENT SERVICES

MILLENNIUM INVESTMENT SERVICES is a Van Nuys, California based financial advisory firm with nearly $124,429,905 in assets under management and provides investment advisory services for 224 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (BUSINESS MANAGEMENT (CONCIERGE SERVICES))

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm CRD#:

108744

SEC#:

801-57394

No. of Clients:

224

Assets under Management

$124,429,905

No. of Advisors:

3

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