Millennium Investment Services
Millennium Investment Services is an SEC-registered wealth manager in Van Nuys, CA with $153.9M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Millennium Investment Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108744, SEC 801-57394, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $153.9M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Van Nuys, CA
- Employees
- 3
- Clients
- 134
- CRD
- 108744
- Ownership
- WALKER, JAMES, SCOTT; WEISS, SCOTT, JOEL; MASRY, LOUIS, EDWARD; WEISS, MITCHELL, ROY; REED, ANTHONY, MICHAEL
How much AUM does Millennium Investment Services have?
Millennium Investment Services reported $153.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Millennium Investment Services?
Disclosed owners and executives of Millennium Investment Services include WALKER, JAMES, SCOTT, WEISS, SCOTT, JOEL, MASRY, LOUIS, EDWARD, WEISS, MITCHELL, ROY, REED, ANTHONY, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.