AdvisorGrade
Fee-basedFiduciaryNo reported disclosuresLocalInternational

Millennium Investment Services

Millennium Investment Services is a fee-based, SEC-registered investment adviser in Van Nuys, California, registered with the SEC since 2000, managing approximately $154M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #108744 · SEC #801-57394 · SEC-registered since 2000 (26 yrs) · Last filing data January 1, 2026

AUM
$154M

as of 2026

Fee model
Fee-based

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
3

1 advisers

Assets per adviser

$154Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm runs leaner (more assets per adviser).

From minvs.com

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Screenshot of the Millennium Investment Services website

Overview

AI-generated summary

Millennium Investment Services is a fee-based, SEC-registered investment adviser based in Van Nuys, California. It reported approximately $154M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
108744
SEC #
801-57394
Headquarters
Van Nuys, CA
Employees
3

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$154M
Assets under management by year
YearReported AUM
2026$154M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Millennium Investment Services reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Millennium Investment Services a fiduciary?+

Yes. Millennium Investment Services is an SEC-registered investment adviser (CRD #108744), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Millennium Investment Services compensated?+

Millennium Investment Services reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Millennium Investment Services manage?+

Millennium Investment Services reported approximately $154M in regulatory assets under management as of its most recent Form ADV filing.

Does Millennium Investment Services have any disclosures?+

Millennium Investment Services reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Millennium Investment Services has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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