MILLENNIUM INVESTMENT SERVICES

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

About MILLENNIUM INVESTMENT SERVICES

MILLENNIUM INVESTMENT SERVICES, formally registered with the SEC as MILLENNIUM INVESTMENT SERVICES. The firm was established in 03/17/2000. They have over 2 offices throughout the country.

MILLENNIUM INVESTMENT SERVICES is a Van Nuys, California based Financial Planning firm with nearly $124,429,905 assets under management, offering retirement planning & investment advisory services to 224 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108744
SEC#	801-57394
Assets Managed by Firm	$124,429,905
No. of Clients	224
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

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))

Firm Client Information

	No. of Clients	AUM
Firm Total	224	$124,429,905
Individuals (other than high net worth individuals)	42	$7,284,378
High net worth individuals	79	$86,546,930
Pension and profit sharing plans	10	$9,814,287
Corporations or other businesses	7	$2,500,733

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