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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