MILLENNIUM FINANCIAL SERVICES LLP

MILLENNIUM FINANCIAL SERVICES LLP of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 118082). Regulatory assets under management: $22.4M.

Registration

• CRD: 118082
• Type: Registered investment adviser
• Location: 932 HUNGERFORD DRIVE, ROCKVILLE, MD, 20850-1752
• Phone: 301-569-0965
• Latest filing: 2024-02-20
• Regulatory AUM: $22.4M
• Discretionary AUM: $22.4M
• Clients: 2
• Accounts: 85

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118082 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search