Millennium Investment Services
- Regulatory AUM
- $154M
- Discretionary
- $147M
- Clients
- 134
- Avg AUM / client
- $1.1M
- Accounts
- 227
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 44 | $10.5M | 6.85% |
| High net worth individuals | 72 | $120M | 77.8% |
| Pooled investment vehicles (non-investment companies) | 2 | $15.3M | 9.96% |
| Pension and profit sharing plans | 11 | $6.2M | 4.05% |
| Corporations and other businesses | 5 | $2.0M | 1.32% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $18.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mis Equity Strategies, L.P. | Hedge Fund | Delaware | $15.0M | 42 |
| Fx/Eq Ventures, Lp | Hedge Fund | Delaware | $3.3M | 16 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Life Benefit Plan Member 401(k) Plan Life Benefit Plan | 2024 | |
| E & F Management, Llc 401(k) Plan E & F Management, Llc | 2024 | |
| Swimwear Anywhere, Inc. 401(k) Profit Sharing Plan Swimwear Anywhere, Inc. | 2024 | |
| Eastern Nephrology Associates, Pllc 401(k) & Profit Sharing Plan Eastern Nephrology Associates Pllc | 2024 | |
| Mortgage Equity Partners Retirement Plan Mortgage Equity Partners, Llc | 2024 | |
| Bank Of Ireland Group U.S. 401(k) Savings Plan The Governor And Company Of The Bank Of Ireland | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Michael Reed | President And Chief Compliance Officer | CFP | Sep 1995 (31y) | Less than 5% |
| Reed, Angela, K | Co Trustee Of The Anthony & Angela Reed Family Trust Dtd 5/30/02 | May 2002 (24y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Anthony & Angela Reed Family Trust 05/30/02 | Owner | Dec 2015 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $18.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mis Equity Strategies, L.P. | Hedge Fund | $15.0M | $100K | 42 |
| Fx/Eq Ventures, Lp | Hedge Fund | $3.3M | $100K | 16 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Life Benefit Plan Member 401(k) Plan | Life Benefit Plan | 325 | $3.3M | 01/01/2024 |
| E & F Management, Llc 401(k) Plan | E & F Management, Llc | 201 | $8.4M | 01/01/2024 |
| Swimwear Anywhere, Inc. 401(k) Profit Sharing Plan | Swimwear Anywhere, Inc. | 105 | $13.4M | 01/01/2024 |
| Eastern Nephrology Associates, Pllc 401(k) & Profit Sharing Plan | Eastern Nephrology Associates Pllc | 205 | $38.0M | 01/01/2024 |
| Mortgage Equity Partners Retirement Plan | Mortgage Equity Partners, Llc | 162 | $10.4M | 01/01/2024 |
| Bank Of Ireland Group U.S. 401(k) Savings Plan | The Governor And Company Of The Bank Of Ireland | 35 | $31.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Interactive Brokers $131M (85% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗