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NEW MILLENNIUM GROUP
Legal name: NEW MILLENNIUM GROUP, LLC
CRD 299249File 801-120516
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$257.0M
Below cohort median (national)
Discretionary AUM
$244.4M
Non-discretionary $12.6M
Clients
895
2,064 accounts
Employees
18
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 15, 2021
- Principal office
- 10050 SOUTH STATE STREET, SANDY, UT, 84070
- Phone
- 801-446-9950
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $257.0M
- Discretionary AUM
- $244.4M
- Non-discretionary AUM
- $12.6M
- Discretionary accounts
- 2,037
- Non-discretionary accounts
- 27
- Total accounts
- 2,064
- AUM per client
- $287K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.1M |
| High net worth individuals | 37 | $86.1M |
| Pension and profit sharing plans | 7 | $6.2M |
| Individuals (other than high net worth individuals) | 844 | $161.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 718 | 895 | increased by177 |
| Mar 1, 2026 | AUM | $200,605,006 | $257,019,092 | increased by$56,414,086 |
| Mar 1, 2026 | Accounts | 2,712 | 2,064 | decreased by648 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 18 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 753 | 718 | decreased by35 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $158,487,570 | $200,605,006 | increased by$42,117,436 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,477 | 2,712 | increased by1,235 |
| Oct 1, 2022 | Clients | 769 | 753 | decreased by16 |
| Oct 1, 2022 | Accounts | 769 | 1,477 | increased by708 |
| May 1, 2022 | Disclosures | Yes | No | |
| Mar 1, 2022 | Employees | 8 | 15 | increased by7 |
| Mar 1, 2022 | Clients | 573 | 769 | increased by196 |
| Mar 1, 2022 | AUM | $118,408,794 | $158,487,570 | increased by$40,078,776 |
| Mar 1, 2022 | Accounts | 573 | 769 | increased by196 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEW MILLENNIUM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW MILLENNIUM” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.