SourcingSourcing

MILLENNIUM INVESTMENT SERVICES

B55
CRD 108744·SEC 801-57394·VAN NUYS, CA
AUM
$153.9M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$462K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MILLENNIUM INVESTMENT SERVICES
CRD
108744
SEC file #
801-57394
EIN
—
DBA names
—

Economics

AUM
$153.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$101.9M → $153.9M▲ +51%
Client mix
Individuals High Net Worth72
Individuals Other44
Pension Profit Sharing Plans11
Corporations5
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
VAN NUYS CA
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
minvs.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ANTHONY & ANGELA REED FAMILY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ANTHONY & ANGELA REED FAMILY
REED, ANGELA, K
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MINVS.COM
Rdap Domain Creation Date
2001-02-06T00:17:52Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
3
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1799
Soi Zip Pct 200k Plus
0.0526
Soi Zip Returns 200k Plus
1,280
Soi Zip Total AGI
1,715,460
Fdic Zip Total Deposits
4,844,992,000
Fdic Zip Branch Count
66
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Jpmorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Interactive Brokers6
Fidelity4
E*trade4
Fdic Zip Branches Raw
American Pacific State BankVan Nuys, CA
American Pacific State BankVan Nuys, CA
Fdic Zip HHI
2651.77
Fdic Zip Top Bank Share Pct
46.29
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-06T00:17:52Z
Rdap Domain Last Changed
2024-11-04T15:28:39Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI95,344
Returns7,640
Stub 2
AGI239,631
Returns6,520
Stub 3
AGI227,088
Returns3,710
Soi Zip Total Business Income
88,436
Soi Zip Total Cap Gains
58,405
Soi Zip Total Dividends
14,975
Soi Zip Total Returns
24,350
Trust Company Affiliate
No

People (2)

2
REED, ANGELA, K
Direct Owner · 87.5%
5622873
REED, ANTHONY, MICHAEL
IAR · Executive Officer · 2.5%
2532355