Millennium Investment Services is an SEC registered investment adviser organized as a corporation with a primary office location in Van Nuys, CA. Its latest Form ADV filing, dated March 13, 2026, reports $154M in regulatory assets under management, 3 employees, 1 office, and 227 accounts.
Assets Under Management
$154M
Employees
3
Offices
1 office
Total Clients
134
Primary office
VAN NUYS, CA
16217 KITTRIDGE STREET, VAN NUYS, CA, United States
Top client segmentHNWI represent 53.7% of total clients.
Top client categories% of clientsClients
1
HNWI
53.7%
72
2
Individuals
32.8%
44
3
Pension Plans
8.2%
11
4
Corporations
3.7%
5
5
Pooled Investment Vehicles
1.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of March 13, 2026
Discretionary95.4%
$147M
95% of total RAUM95.4%
Non-discretionary4.6%
$7M
5% of total RAUM4.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$154M
Total Accounts227
10Y AUM Change+$64M (+70.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee45:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.