MILLENNIUM ADVISORY SERVICES, INC.
CRD #116057 SEC #801-80969 GLEN ALLEN, VA 804-346-1040
SEC Registered
Total AUM
$707.5M
Discretionary
$707.5M
Employees
29
Clients
--
Accounts
2,749
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $707.5M | $707.5M | $0 | 29 | 0 |
| Jan 2025 | $707.5M | $707.5M | $0 | 29 | 0 |
| Dec 2024 | $707.5M | $707.5M | $0 | 29 | 0 |
| Jul 2024 | $707.5M | $707.5M | $0 | 29 | 0 |
| Mar 2024 | $707.5M | $707.5M | $0 | 29 | 0 |
| Sep 2023 | $530.1M | $530.1M | $0 | 28 | 0 |
| Jul 2023 | $530.1M | $530.1M | $0 | 28 | 0 |
| Mar 2023 | $530.1M | $530.1M | $0 | 28 | 0 |
| Dec 2022 | $579.8M | $579.8M | $0 | 25 | 0 |
| Apr 2022 | $579.8M | $579.8M | $0 | 25 | 0 |
| Mar 2022 | $579.8M | $579.8M | $0 | 25 | 0 |
| Jan 2022 | $427.8M | $427.8M | $0 | 25 | 1 |
| Oct 2021 | $427.8M | $427.8M | $0 | 25 | 1 |
| Oct 2021 | $427.8M | $427.8M | $0 | 25 | 1 |
| Mar 2021 | $427.8M | $427.8M | $0 | 25 | 1 |
| Jul 2020 | $320.6M | $320.6M | $0 | 26 | 0 |
| Jun 2020 | $320.6M | $320.6M | $0 | 26 | 0 |
| Mar 2020 | $320.6M | $320.6M | $0 | 26 | 0 |
| Mar 2020 | $237.8M | $237.8M | $0 | 26 | 4 |
| Jan 2020 | $237.8M | $237.8M | $0 | 26 | 4 |
| Oct 2019 | $237.8M | $237.8M | $0 | 26 | 4 |
| Aug 2019 | $237.8M | $237.8M | $0 | 26 | 4 |
| Aug 2019 | $237.8M | $237.8M | $0 | 26 | 4 |
| Mar 2019 | $237.8M | $237.8M | $0 | 26 | 4 |
| Mar 2018 | $210.8M | $210.8M | $0 | 17 | 2 |
| Jun 2017 | $177.2M | $177.2M | $0 | 15 | 1,200 |
| Mar 2017 | $177.2M | $177.2M | $0 | 15 | 1,200 |
| Sep 2016 | $134M | $134M | $0 | 12 | 1,000 |
| Mar 2016 | $134M | $134M | $0 | 12 | 1,000 |
| Nov 2015 | $117.5M | $117.5M | $0 | 11 | 800 |
| Apr 2015 | $117.5M | $117.5M | $0 | 11 | 800 |
| Feb 2015 | $117.5M | $117.5M | $0 | 11 | 800 |
| Jul 2012 | $56.6M | $56.6M | $0 | 6 | 400 |
| Jun 2012 | $56.6M | $56.6M | $0 | 6 | 400 |
| Jun 2012 | $56.6M | $56.6M | $0 | 6 | 400 |
| Apr 2012 | $56.6M | $56.6M | $0 | 6 | 400 |
| Apr 2012 | $56.6M | $56.6M | $0 | 6 | 400 |
| Mar 2012 | $56.6M | $56.6M | $0 | 6 | 400 |
| Mar 2011 | $45.6M | $45.6M | $0 | 10 | -- |
| Mar 2008 | $64.5M | $64.5M | $0 | 10 | -- |
| Mar 2007 | $63.6M | $63.6M | $0 | 10 | -- |
| Mar 2006 | $51.4M | $51.4M | $0 | 10 | -- |
| Feb 2006 | $51.4M | $51.4M | $0 | 10 | -- |
| Oct 2005 | $38.8M | $38.8M | $0 | 10 | -- |
| Mar 2004 | $27.8M | $27.8M | $0 | 10 | -- |
DateJan 2025
Total AUM$707.5M
Discretionary$707.5M
Non-Disc.$0
Employees29
Clients0
DateJan 2025
Total AUM$707.5M
Discretionary$707.5M
Non-Disc.$0
Employees29
Clients0
DateDec 2024
Total AUM$707.5M
Discretionary$707.5M
Non-Disc.$0
Employees29
Clients0
DateJul 2024
Total AUM$707.5M
Discretionary$707.5M
Non-Disc.$0
Employees29
Clients0
DateMar 2024
Total AUM$707.5M
Discretionary$707.5M
Non-Disc.$0
Employees29
Clients0
DateSep 2023
Total AUM$530.1M
Discretionary$530.1M
Non-Disc.$0
Employees28
Clients0
DateJul 2023
Total AUM$530.1M
Discretionary$530.1M
Non-Disc.$0
Employees28
Clients0
DateMar 2023
Total AUM$530.1M
Discretionary$530.1M
Non-Disc.$0
Employees28
Clients0
DateDec 2022
Total AUM$579.8M
Discretionary$579.8M
Non-Disc.$0
Employees25
Clients0
DateApr 2022
Total AUM$579.8M
Discretionary$579.8M
Non-Disc.$0
Employees25
Clients0
DateMar 2022
Total AUM$579.8M
Discretionary$579.8M
Non-Disc.$0
Employees25
Clients0
DateJan 2022
Total AUM$427.8M
Discretionary$427.8M
Non-Disc.$0
Employees25
Clients1
DateOct 2021
Total AUM$427.8M
Discretionary$427.8M
Non-Disc.$0
Employees25
Clients1
DateOct 2021
Total AUM$427.8M
Discretionary$427.8M
Non-Disc.$0
Employees25
Clients1
DateMar 2021
Total AUM$427.8M
Discretionary$427.8M
Non-Disc.$0
Employees25
Clients1
DateJul 2020
Total AUM$320.6M
Discretionary$320.6M
Non-Disc.$0
Employees26
Clients0
DateJun 2020
Total AUM$320.6M
Discretionary$320.6M
Non-Disc.$0
Employees26
Clients0
DateMar 2020
Total AUM$320.6M
Discretionary$320.6M
Non-Disc.$0
Employees26
Clients0
DateMar 2020
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees26
Clients4
DateJan 2020
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees26
Clients4
DateOct 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees26
Clients4
DateAug 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees26
Clients4
DateAug 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees26
Clients4
DateMar 2019
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees26
Clients4
DateMar 2018
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees17
Clients2
DateJun 2017
Total AUM$177.2M
Discretionary$177.2M
Non-Disc.$0
Employees15
Clients1,200
DateMar 2017
Total AUM$177.2M
Discretionary$177.2M
Non-Disc.$0
Employees15
Clients1,200
DateSep 2016
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees12
Clients1,000
DateMar 2016
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees12
Clients1,000
DateNov 2015
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees11
Clients800
DateApr 2015
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees11
Clients800
DateFeb 2015
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees11
Clients800
DateJul 2012
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees6
Clients400
DateJun 2012
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees6
Clients400
DateJun 2012
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees6
Clients400
DateApr 2012
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees6
Clients400
DateApr 2012
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees6
Clients400
DateMar 2012
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees6
Clients400
DateMar 2011
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$64.5M
Discretionary$64.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$38.8M
Discretionary$38.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$27.8M
Discretionary$27.8M
Non-Disc.$0
Employees10
Clients--