About SFA - Millennium Trust Company | SFA - Millennium Trust Company
About Millennium Trust Company

We empower investors to help them meet their goals

Who We Are

Privately owned and independent, we are committed to the evolving needs of advisors, financial institutions, businesses and individual investors.

View our Fast Facts
Company Fast Fact statistics

Your Ally

At Millennium, we are both behind the scenes and by your side when it comes to custody. We invite you take a look at our company video so you can see and hear firsthand from our CEO how our team works to support you.

See What Our Clients are Saying

Feel Secure

Regulated by State of Illinois

We are chartered by the State of Illinois to perform trustee and custody functions and are subject to regular examination by the Illinois Department of Financial and Professional Regulation (IDFPR).


Our financial statements are audited on an annual basis by an independent certified public accountant, in accordance with AICPA professional standards.


Systematic internal controls are employed to protect the quality and integrity of operations and provide a secure environment for the custody of client assets.

Read more

Service Organization Controls (SOC) are a series of accounting standards that measure the control of financial information for a service organization. We employed a Big 4 accounting firm to provide an SSAE 16 (SOC 1) type 2 examination for the time period of October 1, 2019, through September 30, 2020.

Insurance Coverage

We carry Management Liability, Professional Liability, and Fidelity Bond coverage. This insurance does not relate to the safety of the investments chosen by our clients.

Business Continuity/Disaster Recovery

Our comprehensive disaster recovery plan utilizes business continuity services provided by SunGard Availability Services.


Physical, electronic, and procedural safeguards are designed to protect the security of client records. To learn more, please view our privacy policy.

Career page link