← Back to searchVisit website
NEW MILLENNIUM GROUP
NEW MILLENNIUM GROUP, LLC
CRD 299249 · SEC 801-120516
10050 SOUTH STATE STREET, SANDY, UT, 84070, United States
Phone
801-446-9950
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.0M
Discretionary AUM
$244.4M
Team
18 total employees; 12 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 844 | $161.5M |
| High net worth individuals | 37 | $86.1M |
| Pension/profit sharing plans | 7 | $6.2M |
| Corporations/business entities | 7 | $3.1M |
States served
AZ, CA, CO, ID, NV, UT, WY, MO, WA, TX
All web addresses on file
Official SEC filing: View on IAPD