MILLENNIUM INVESTMENT SERVICES
CRD #108744 SEC #801-57394 VAN NUYS, CA 818-902-5544
SEC Registered Private Funds
Total AUM
$142.9M
Discretionary
$138M
Employees
3
Clients
0
Accounts
218
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $142.9M | $138M | $4.9M | 3 | 0 |
| Apr 2025 | $142.9M | $138M | $4.9M | 3 | 0 |
| Mar 2025 | $142.9M | $138M | $4.9M | 3 | 0 |
| Mar 2024 | $124.4M | $119.2M | $5.2M | 3 | 0 |
| Nov 2023 | $119.9M | $115.6M | $4.2M | 3 | 0 |
| Mar 2023 | $119.9M | $115.6M | $4.2M | 3 | 0 |
| Nov 2022 | $133.8M | $131.1M | $2.7M | 3 | 0 |
| Jun 2022 | $133.8M | $131.1M | $2.7M | 3 | 0 |
| Mar 2022 | $133.8M | $131.1M | $2.7M | 3 | 0 |
| Sep 2021 | $133.5M | $128.8M | $4.7M | 3 | 0 |
| Mar 2021 | $133.5M | $128.8M | $4.7M | 3 | 0 |
| Jun 2020 | $118.9M | $116M | $2.9M | 3 | 0 |
| Mar 2020 | $118.9M | $116M | $2.9M | 3 | 0 |
| Mar 2019 | $101.9M | $98.5M | $3.4M | 3 | 0 |
| Jul 2018 | $105.8M | $102.2M | $3.6M | 3 | 0 |
| May 2018 | $105.8M | $102.2M | $3.6M | 3 | 0 |
| Feb 2018 | $105.8M | $102.2M | $3.6M | 3 | 0 |
| Mar 2017 | $90.3M | $86.3M | $3.9M | 2 | 100 |
| Feb 2017 | $91.8M | $86.9M | $4.8M | 1 | 200 |
| Aug 2016 | $91.8M | $86.9M | $4.8M | 1 | 200 |
| Apr 2016 | $91.8M | $86.9M | $4.8M | 1 | 200 |
| Feb 2016 | $91.8M | $86.9M | $4.8M | 1 | 200 |
| Jan 2016 | $91.8M | $86.9M | $4.8M | 1 | 200 |
| Jul 2015 | $112.3M | $96.8M | $15.6M | 2 | 200 |
| Mar 2015 | $112.3M | $96.8M | $15.6M | 1 | 200 |
| Oct 2014 | $108M | $108M | $0 | 2 | 200 |
| Mar 2014 | $108M | $108M | $0 | 2 | 200 |
| Mar 2013 | $106.7M | $106.7M | $0 | 2 | 200 |
| Apr 2012 | $91.2M | $91.2M | $0 | 1 | 200 |
| Mar 2011 | $77.4M | $77.4M | $0 | 5 | -- |
| Nov 2010 | $76.4M | $76.4M | $0 | 5 | -- |
| Nov 2010 | $76.4M | $76.4M | $0 | 5 | -- |
| Oct 2010 | $76.4M | $76.4M | $0 | 5 | -- |
| Mar 2009 | $58.7M | $58.7M | $0 | 5 | -- |
| Mar 2007 | $89.3M | $89.3M | $0 | 5 | -- |
| Mar 2006 | $79.2M | $79.2M | $0 | 5 | -- |
| Nov 2005 | $73.5M | $73.5M | $0 | 5 | -- |
| Sep 2005 | $73.5M | $73.5M | $0 | 5 | -- |
| May 2004 | $84M | $68.7M | $15.3M | 5 | -- |
| Mar 2004 | $84M | $68.7M | $15.3M | 5 | -- |
| Mar 2002 | $55M | $53.8M | $1.2M | 5 | -- |
DateNov 2025
Total AUM$142.9M
Discretionary$138M
Non-Disc.$4.9M
Employees3
Clients0
DateApr 2025
Total AUM$142.9M
Discretionary$138M
Non-Disc.$4.9M
Employees3
Clients0
DateMar 2025
Total AUM$142.9M
Discretionary$138M
Non-Disc.$4.9M
Employees3
Clients0
DateMar 2024
Total AUM$124.4M
Discretionary$119.2M
Non-Disc.$5.2M
Employees3
Clients0
DateNov 2023
Total AUM$119.9M
Discretionary$115.6M
Non-Disc.$4.2M
Employees3
Clients0
DateMar 2023
Total AUM$119.9M
Discretionary$115.6M
Non-Disc.$4.2M
Employees3
Clients0
DateNov 2022
Total AUM$133.8M
Discretionary$131.1M
Non-Disc.$2.7M
Employees3
Clients0
DateJun 2022
Total AUM$133.8M
Discretionary$131.1M
Non-Disc.$2.7M
Employees3
Clients0
DateMar 2022
Total AUM$133.8M
Discretionary$131.1M
Non-Disc.$2.7M
Employees3
Clients0
DateSep 2021
Total AUM$133.5M
Discretionary$128.8M
Non-Disc.$4.7M
Employees3
Clients0
DateMar 2021
Total AUM$133.5M
Discretionary$128.8M
Non-Disc.$4.7M
Employees3
Clients0
DateJun 2020
Total AUM$118.9M
Discretionary$116M
Non-Disc.$2.9M
Employees3
Clients0
DateMar 2020
Total AUM$118.9M
Discretionary$116M
Non-Disc.$2.9M
Employees3
Clients0
DateMar 2019
Total AUM$101.9M
Discretionary$98.5M
Non-Disc.$3.4M
Employees3
Clients0
DateJul 2018
Total AUM$105.8M
Discretionary$102.2M
Non-Disc.$3.6M
Employees3
Clients0
DateMay 2018
Total AUM$105.8M
Discretionary$102.2M
Non-Disc.$3.6M
Employees3
Clients0
DateFeb 2018
Total AUM$105.8M
Discretionary$102.2M
Non-Disc.$3.6M
Employees3
Clients0
DateMar 2017
Total AUM$90.3M
Discretionary$86.3M
Non-Disc.$3.9M
Employees2
Clients100
DateFeb 2017
Total AUM$91.8M
Discretionary$86.9M
Non-Disc.$4.8M
Employees1
Clients200
DateAug 2016
Total AUM$91.8M
Discretionary$86.9M
Non-Disc.$4.8M
Employees1
Clients200
DateApr 2016
Total AUM$91.8M
Discretionary$86.9M
Non-Disc.$4.8M
Employees1
Clients200
DateFeb 2016
Total AUM$91.8M
Discretionary$86.9M
Non-Disc.$4.8M
Employees1
Clients200
DateJan 2016
Total AUM$91.8M
Discretionary$86.9M
Non-Disc.$4.8M
Employees1
Clients200
DateJul 2015
Total AUM$112.3M
Discretionary$96.8M
Non-Disc.$15.6M
Employees2
Clients200
DateMar 2015
Total AUM$112.3M
Discretionary$96.8M
Non-Disc.$15.6M
Employees1
Clients200
DateOct 2014
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees2
Clients200
DateMar 2013
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees2
Clients200
DateApr 2012
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$77.4M
Discretionary$77.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$89.3M
Discretionary$89.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$79.2M
Discretionary$79.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$84M
Discretionary$68.7M
Non-Disc.$15.3M
Employees5
Clients--
DateMar 2004
Total AUM$84M
Discretionary$68.7M
Non-Disc.$15.3M
Employees5
Clients--
DateMar 2002
Total AUM$55M
Discretionary$53.8M
Non-Disc.$1.2M
Employees5
Clients--