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NEW MILLENNIUM GROUP
10050 South State Street
Sandy, Utah 84070
Tel: 801-446-9950
About NEW MILLENNIUM GROUP
NEW MILLENNIUM GROUP, formally registered with the SEC as NEW MILLENNIUM GROUP. The firm was established in 03/15/2021. They have over 4 offices throughout the country.
NEW MILLENNIUM GROUP is a Sandy, Utah based Financial Planning firm with nearly $200,605,006 assets under management, offering retirement planning & investment advisory services to 2712 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299249 |
| SEC# | 801-120516 |
| Assets Managed by Firm | $200,605,006 |
| No. of Clients | 2712 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2712 | $200,605,006 |
| Individuals (other than high net worth individuals) | 691 | $133,061,773 |
| High net worth individuals | 27 | $67,543,233 |
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