$18.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
165 ADV. Clients
28 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-1998
- Office Locations
- 1
Office Locations
182 Newbury Street Peabody MA
About Millenium Financial Services
Millenium Financial Services is an independent, fee-only RIA founded in 1999 providing investment management plus financial, retirement and estate planning, retirement plan consulting, education funding, and insurance solutions. Serves individuals and small-to-midsize business owners and plan participants. Client assets are custodied at Charles Schwab, with access to institutional equity and fixed-income trading desks.
Team overview
-- AVG AGE
$18.8M AVG AUM / ADVISOR
$114.2K AVG AUM / CLIENT
28.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD BRUCE KARLEN
President
- CRD
- #2482195
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,835,958 | -- |
| Total | $18,835,958 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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