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- Custodian
- City National Bank · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Insight primeCapital frontier
- Established Date
- 09-20-1995
- Office Locations
- 1
Office Locations
About Millennium Investment Services
Millennium Investment Services is an SEC-registered, fee-only RIA providing comprehensive investment advisory and financial planning. The firm serves a broad client base spanning entertainment and legal professionals, pension plans, nonprofits, and private businesses. With roots in public accounting, it emphasizes detailed, circumstance-driven planning and portfolio construction, including public funds, ETFs, and fixed income.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANGELA K REED
Financial Management Analyst
- CRD
- --
- Ownership
- 75% or more
ANTHONY MICHAEL REED
Chief Compliance Officer, President
- CRD
- #2532355
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,774,498 | $741,285 |
| Non-Discretionary | $7,126,660 | $245,747 |
| Total | $153,901,158 | $677,979 |
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Separately Managed Accounts
Total SMA Asset: $138,577,310
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,303,214,371 | 24.7% |
| Equity - Exchange | $290,189,435 | 5.5% |
| Cash | $590,931,213 | 11.2% |
| U.S. Government/Agency | $933,882,363 | 17.7% |
| Equity - OTC | $780,873,388 | 14.8% |
| Private Funds | $1,065,786,652 | 20.2% |
| Derivatives | $311,294,121 | 5.9% |
| Total | $5,276,171,543 | 100.0% |