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NEW MILLENNIUM GROUP
SANDY, UT
801-446-9950
SEC #801-120516Total AUM
$257M
Employees
18Clients
895Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10050 SOUTH STATE STREET
SANDY
UT 84070
United States
SANDY
UT 84070
United States
Operating Hours
8:30- 5:00
Monday - Friday
Monday - Friday
Phone
801-446-9950
Other Offices
3
Financials
Total AUM
$257M
Accounts
2,064Discretionary
$244.4M
Accounts
2,037Non-Discretionary
$12.6M
Accounts
27
Clients
Individual Clients
844AUM
$161.5M
HNW Individual Clients
37AUM
$86.1M
Pension/Profit Sharing Plan Clients
7AUM
$6.2M
Corporation or Business Clients
7AUM
$3.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOIDMONVTXUTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.