# Millennium Investment Services

> Millennium Investment Services is an SEC-registered investment advisory firm in Van Nuys, CA, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 108744
- Filed as: MILLENNIUM INVESTMENT SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Van Nuys, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108744
- AdvisorCensus page: https://advisorcensus.com/firm/millennium-investment-services-van-nuys-ca-108744

## Quick answers

**How is Millennium Investment Services compensated?**
On its Form ADV (Item 5.E, October 2026), Millennium Investment Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Millennium Investment Services charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Hourly rate: $130 to $320 an hour (Concierge Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Millennium Investment Services located?**
Millennium Investment Services' principal office is in Van Nuys, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Millennium Investment Services registered with the SEC or a state?**
Millennium Investment Services is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108744.

**How much does Millennium Investment Services manage?**
Millennium Investment Services reports $153,901,158 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (95% discretionary).

**How have Millennium Investment Services' assets and staff changed since 2021?**
In the Form ADV data for Millennium Investment Services: Regulatory assets under management: $133,472,220 in the October 2021 data and $153,901,158 in the October 2026 data, up 15%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Millennium Investment Services serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (72); individuals (other than high net worth individuals) (44); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Millennium Investment Services use?**
Millennium Investment Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Millennium Investment Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108744

**What changed in Millennium Investment Services' recent Form ADV filings?**
In the April 2026 filing data: Changed its office addresses in Calabasas, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Hourly rate: $130 to $320 an hour (Concierge Services)

> Fees for Concierge Services are charged on an hourly basis, at rates between $130 to $320 per hour, or a flat monthly fee, as negotiated with each client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $153,901,158
- Discretionary: $146,774,498
- Non-discretionary: $7,126,660

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $10,534,702 |
| High net worth individuals | 72 | $119,772,018 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $15,323,848 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $6,239,806 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $2,030,784 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2000 (26 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Calabasas, CA

### Websites listed on Form ADV (Item 1.I)
- minvs.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,472,220 | 3 | September 3, 2021 |
| October 2022 | $133,846,706 | 3 | June 13, 2022 |
| October 2023 | $119,862,597 | 3 | March 28, 2023 |
| October 2024 | $124,429,905 | 3 | March 26, 2024 |
| October 2025 | $142,931,213 | 3 | April 24, 2025 |
| October 2026 | $153,901,158 | 3 | March 13, 2026 |

Regulatory assets under management: $133,472,220 in the October 2021 data and $153,901,158 in the October 2026 data, up 15%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Changed its office addresses in Calabasas, CA.

### January 2026
- No longer registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Millennium Investment Services (CRD 108744): Form ADV filing data as of October 2026.