MILLENNIUM INVESTMENT SERVICES
SEC RegisteredA steady hand through good times and bad
About the firm
Millennium is a comprehensive investment advisory and financial planning group, with a vast array of clients in the fields of entertainment, law, pensions, non-profits, private business and many more. Millennium is an SEC-registered, fee-only investment advisor with an extensive background in public accounting.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment advisory and financial planning services, described as one of the most extensive suites of financial services in the industry, provided on a fee-only basis.
Who they serve
Clients in the fields of entertainment, law, pensions, non-profits, private business and many more.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 44 | $11M |
| High Net Worth Individuals | 72 | $120M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $15M |
| Charitable Organizations | 11 | $6.2M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Short Term / Money Market - Under $1M | 0.25% |
| Short Term / Money Market - Over $1M | 0.20% |
| Fixed Income - Under $500K | 0.80% |
| Fixed Income - Over $500K | 0.50% |
| Equity - Under $500K | 1.50% |
| Equity - $500K to $1M | 1.25% |
| Equity - Over $1M | — |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MILLENNIUM INVESTMENT SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.