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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
20 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
Upgrade to reveal position-level detail across timber north.
Premium access reveals conviction themes in insight frontier zenith.
Premium access reveals conviction themes in ember eagle ridge.
Open the full profile to inspect shifts in beacon catalyst.
Open the full profile to inspect shifts in legacy quantum.
Request access to benchmark trends tied to crest.
Unlock to compare peer behavior around peak pioneer.
See the complete signal summary connected to matrix.
No keyword tags available.
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
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |