July 14, 2014 3:18 AM ET

Capital Markets

Company Overview of Millennium Trust Company, LLC

Company Overview

Millennium Trust Company, LLC, a financial services company, provides administrative and custodial services to individuals, advisors, and institutional clients. The company focuses on providing custody services to individual accounts. It offers custody services to a range of alternative assets, including futures, hedge funds, promissory notes, real estate, mortgages/deed of trust, precious metals, private equity, private stock, and LPs/LLCs; and traditional assets, such as stocks, bonds, mutual funds, EFTs, exchange traded funds, and certificates of deposit. The company also provides administrative and custodial services for self directed individual retirement accounts and Solo 401(k) accoun...

2001 Spring Road

Suite 700

Oak Brook, IL 60523

United States

Founded in 2000





Key Executives for Millennium Trust Company, LLC

Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Senior Vice President and Director of Marketing
Senior Vice President and Managing Director of Alternative Solutions Group
Compensation as of Fiscal Year 2014.

Millennium Trust Company, LLC Key Developments

Lend Academy Investments Selects Millennium Trust Company as Custodian for its P2P Lending-Focused Managed Accounts

Millennium Trust Company and Lend Academy Investments announced that Millennium Trust was selected to provide a full range of asset custody solutions for LAI's new "peer-to-peer" lending-focused fund and managed accounts. Additionally, individual investors looking to invest in LAI's offerings through Individual Retirement Accounts (IRAs) will be able to select Millennium Trust as their qualified IRA custodian.

Millennium Trust Company, LLC Announces Executive Changes

Millennium Trust Company, LLC announced a number of hires as part of their continuing growth strategy. David Braga, the firm's alternative solutions group VP, is responsible for relationship management for the Western region with an emphasis on further developing existing relationships. Braga brings 15 years of experience in financial management, compliance and business development. Chris Boyce, who has been named as alternative solutions group VP, is responsible for relationship management in the Midwest region. With over 17 years of experience in the financial services industry, Boyce will focus on enhancing existing relationships, as well as new business development. Mark Koeppen, has been named vice president of the rollover solutions group, and will focus on corporate and government automatic rollover solutions. Koeppen has over 20 years of financial industry experience in sales and administrative management at the national and multi-state level. David Turner, another vice president for the rollover solutions group, will focus on sales and business development with TPAs, recordkeepers, financial advisors, employee benefit attorneys and other intermediaries. As a career retirement plan professional, Turner brings 25 years of industry experience in the areas of ERISA compliance, consulting, investment management sales, and participant education.

Millennium Trust Company's Custody Solution Selected by Clearvest

Millennium Trust Company and ClearVest announced that Millennium will be a recommended custodian for the ClearVest platform. Investors on the platform will now be able to select Millennium Trust as their custodian of choice during the ClearVest account setup process. ClearVest, launched earlier this year, provides a total portfolio solution to financial advisors and their clients. It enables users to simplify their investment process by offering a diversified selection of unique funds through an easy to use, intelligent interface. In addition to offering access to a range of highly sought-after alternative investment strategies, investors are given access to world-class research as well as a complete suite of analysis tools for portfolio modeling, management and monitoring of investments. This -edge platform provides a seamless investment experience from initial due diligence and account setup to ongoing performance reporting.

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