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MILLENNIUM INVESTMENT SERVICES
MILLENNIUM INVESTMENT SERVICES
VAN NUYS, California
·
6 registered advisors
·
CRD# 108744
SEC# 801-57394
1
818-902-5544
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MILLENNIUM INVESTMENT SERVICES
6 registered advisors
Angela K Reed
VAN NUYS, California
CRD# 5622873
Anthony Michael Reed
VAN NUYS, California
CRD# 2532355
James Scott Walker
VAN NUYS, California
CRD# 4376757
Louis Edward Masry
VAN NUYS, California
CRD# 1886117
Mitchell Roy Weiss
VAN NUYS, California
CRD# 4376758
Scott Joel Weiss
VAN NUYS, California
CRD# 4376759
05
Office Locations
VAN NUYS, California
6 advisors
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Data sourced from SEC Form ADV filings. MILLENNIUM INVESTMENT SERVICES (CRD# 108744) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.