Millennium Investment Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$130,306,720
Clients
116
Advisors
1
of 3 employees
About
Millennium Investment Services provides discretionary and non‑discretionary investment management and related concierge services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and business entities, and also manages affiliated private investment funds (MIS Equity Fund and FX/EQ Fund). Financial planning is provided as part of its investment management relationships rather than as a standalone offering.
The firm emphasizes U.S. equities and mutual‑fund/ETF exposure supplemented by options-based strategies (including covered‑call writing) and tailored use of fixed income, with portfolios customized to each client’s objectives and risk tolerances and generally managed on a discretionary basis. MIS also invests in less liquid alternatives such as pre‑IPO interests and private placements and documents valuation and monitoring procedures for those holdings, including annual review by an unaffiliated valuation firm for private securities.
Noteworthy differences from many peers are that MIS sponsors and advises pooled investment vehicles and employs performance‑based compensation structures both at the pooled‑vehicle level and for eligible individual accounts via a formal performance‑fee program, matters the firm discloses and manages through allocation and conflict‑mitigation policies. The firm’s routine use of derivatives (options/covered calls), occasional borrowing in separately managed accounts, and direct participation in private placements and affiliated fund management are less common among similarly supported advisers.
Client services
Expertise
Occupation focus
Fee options
Concierge services may be charged a flat monthly fee, negotiated with each client.
$0 - $500,000: 1.50% annually (Equity Accounts) $500,000 - $1,000,000: 1.25% annually (Equity Accounts) $1,000,000+: 0.40% - 1.00% annually (Equity Accounts - discretionary rate) $0 - $500,000: 0.80% annually (Fixed Income Accounts) $500,000+: 0.50% annually (Fixed Income Accounts) $0 - $1,000,000: 0.25% annually (Short Term / Money Market Accounts for accounts less than $1,000,000) $1,000,000+: 0.20% annually (Short Term / Money Market Accounts for accounts greater than $1,000,000)
Concierge services charged at $130 to $320 per hour, depending on personnel and complexity.
10% performance fee on net gains for qualified clients in Performance Fee Program; 20% incentive allocation performance fees for MIS Private Funds investors (subject to high-water mark).
Account minimum: $500,000 Fee-only: Investment management fees based on percentage of assets under management as above; financial planning fees included and not charged separately; concierge services charged hourly or flat fee.
Main office
16217 Kittridge Street
Van Nuys CA 91406
Advisors at this office
1
Most active in
California · Florida
Also doing business as
Millennium Investment Services · Weiss Accountancy Corp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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