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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-17-1997
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 42 clients, or 42 clients per representative. That equates to $533.8K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on February 20, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
KATARZYNA ANNA KUSMIERZ
Director, GENERAL PARTNER
- CRD
- #4535429
- Ownership
- 50% but less than 75%
WILLIAM ARTHUR LASCELLE
GENERAL PARTNER, Owner
- CRD
- #4535428
- Ownership
- 50% but less than 75%
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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
SMA allocation detail is available
Millennium Financial Services LLP has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.