M
CRD: 118082
Millennium Financial Services LLP
Rockville, MD, 20850
3015690965
$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
28 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-17-1997
- Office Locations
- 1
Office Locations
932 Hungerford Drive Suite 27A Rockville MD
About Millennium Financial Services LLP
Millennium Financial Services LLP is a Rockville-based RIA. The firm has been operating for 28 years. Managing $22.4M in total assets under management, with 1 advisory representatives.
Team overview
47 AVG AGE
$22.4M AVG AUM / ADVISOR
$533.8K AVG AUM / CLIENT
19.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
28yrs Firm Age
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Owner & Executives
K
KATARZYNA ANNA KUSMIERZ
Director, GENERAL PARTNER
- CRD
- #4535429
- Ownership
- 50% but less than 75%
(463) 483-7841
capital.north@alphacapital.com
in linkedin.com/in/horizon-horizon
W
WILLIAM ARTHUR LASCELLE
GENERAL PARTNER, Owner
- CRD
- #4535428
- Ownership
- 50% but less than 75%
(669) 864-1544
timber.delta@valuecapital.com
in linkedin.com/in/matrix-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,419,155 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,419,155 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,419,155
Equity - Exchange:
34.7% Cash:
42.0% Corporate - Investment Grade:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,249,182,369 | 34.7% |
| Cash | $2,722,353,299 | 42.0% |
| Corporate - Investment Grade | $1,510,257,902 | 23.3% |
| Total | $6,481,793,570 | 100.0% |