Anthony
Reed
Millennium Investment Services
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About this Advisor
Anthony Reed is a certified financial planner working in Van Nuys, California with a total of 28 years of relevant experience. Reed currently works for Millennium Investment Services. Over the course of their career, they have held roles at Millennium Investment Services, Syndicated Capital Inc, Mis Capital Management, LLC and Mis Partners, LLC. Reed holds a Series 63 license, designating them as a securities representative, and can serve investors in California. Millennium Investment Services is a company that has its headquarters in Van Nuys, CA. The company has just three people on staff. It handles $120 million in assets between its 223 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 223 customer accounts, 53% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules usually depend on which service is offered. However, fee types charged by Millennium Investment Services may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Millennium Investment Services Brokerage Details
$119,862,597
3
223
$537,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Anthony Reed Work History
Anthony has been registered as a financial advisor for 28 years.*
Mis Partners, LLC
Millennium Investment Services
Mis Capital Management, LLC
Syndicated Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Reed to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Millennium Investment Services
Van Nuys, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.