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Louis Edward Masry

MILLENNIUM INVESTMENT SERVICES·VAN NUYS, California
Unclaimed Profile
16217 KITTRIDGE STREET, VAN NUYS, CA 91406CRD# 1886117Firm CRD# 108744
01

About

Louis Edward Masry is a registered financial advisor based in VAN NUYS, California, affiliated with MILLENNIUM INVESTMENT SERVICES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MILLENNIUM INVESTMENT SERVICES
MILLENNIUM INVESTMENT SERVICES
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MILLENNIUM INVESTMENT SERVICES →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1886117
Firm CRD# 108744
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louis Edward Masry offer?
Louis Edward Masry specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in VAN NUYS, California for a consultation.
What are Louis Edward Masry's credentials?
Louis Edward Masry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Edward Masry located?
Louis Edward Masry is based in VAN NUYS, California, working with MILLENNIUM INVESTMENT SERVICES. Their office serves clients in the VAN NUYS metropolitan area and surrounding communities.
How does Louis Edward Masry charge for services?
Louis Edward Masry's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLENNIUM INVESTMENT SERVICES?
MILLENNIUM INVESTMENT SERVICES has approximately 3 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VAN NUYS
James Scott Walker — MILLENNIUM INVESTMENT SERVICESMitchell Roy Weiss — MILLENNIUM INVESTMENT SERVICESScott Joel Weiss — MILLENNIUM INVESTMENT SERVICESAnthony Michael Reed — MILLENNIUM INVESTMENT SERVICESAngela K Reed — MILLENNIUM INVESTMENT SERVICES
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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