MILLENNIUM ASSET MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CALABASAS, California
CRD number
120735
Registered since
April 18, 2013

Firm profile

FINTRX

Overview

Millennium Asset Management LLC operates as a limited liability company and has been registered with the SEC since 2013. The firm is classified as unclassified and does not act as a capital allocator or pension consultant. It is not a multi-state adviser and does not actively engage in ESG investing. The firm’s investment activity primarily revolves around alternative investments, with a focus on hedge funds, real estate, and commodities. Additionally, Millennium Asset Management LLC incorporates mutual funds into its investment strategy, reflecting a diverse approach to asset allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ROBERT MALTBIE

    Chief Compliance OfficerCRD 1111876

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CALABASAS, CA

LOS ANGELES

Location

CALABASAS, CA

Headquartered in CALABASAS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
22287 Mulholland Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth