# Millennium Financial Services LLP

> Millennium Financial Services LLP is a state-registered investment advisory firm in Rockville, MD, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 20, 2024.

- CRD: 118082
- Filed as: MILLENNIUM FINANCIAL SERVICES LLP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockville, MD
- Filing period: October 2026
- Form ADV filing dated: February 20, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118082
- AdvisorCensus page: https://advisorcensus.com/firm/millennium-financial-services-llp-rockville-md-118082

## Quick answers

**How is Millennium Financial Services LLP compensated?**
On its Form ADV (Item 5.E, October 2026), Millennium Financial Services LLP reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Millennium Financial Services LLP located?**
Millennium Financial Services LLP's principal office is in Rockville, MD, according to its Form ADV.

**Is Millennium Financial Services LLP registered with the SEC or a state?**
Millennium Financial Services LLP is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 118082.

**How much does Millennium Financial Services LLP manage?**
Millennium Financial Services LLP reports $22,419,155 in regulatory assets under management in its Form ADV filing dated February 20, 2024 (100% discretionary).

**What types of clients does Millennium Financial Services LLP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (8).

**Does Millennium Financial Services LLP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118082

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $22,419,155
- Discretionary: $22,419,155
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $11,217,218 |
| High net worth individuals | 8 | $11,201,937 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (29 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Millennium Financial Services LLP (CRD 118082): Form ADV filing data as of October 2026.