← Directory
MILLENNIUM INVESTMENT SERVICES
CRD 108744File 801-57394
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$153.9M
Bottom 25% of cohort (national)
Discretionary AUM
$146.8M
Non-discretionary $7.1M
Clients
134
227 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 17, 2000
- Principal office
- 16217 KITTRIDGE STREET, VAN NUYS, CA, 91406
- Phone
- 818-902-5544
- Website
- HTTP://WWW.MINVS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $153.9M
- Discretionary AUM
- $146.8M
- Non-discretionary AUM
- $7.1M
- Discretionary accounts
- 198
- Non-discretionary accounts
- 29
- Total accounts
- 227
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $2.0M |
| High net worth individuals | 72 | $119.8M |
| Pooled investment vehicles | 2 | $15.3M |
| Pension and profit sharing plans | 11 | $6.2M |
| Individuals (other than high net worth individuals) | 44 | $10.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.