New Millennium Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sandy, UT. Its latest Form ADV filing, dated April 22, 2026, reports $257M in regulatory assets under management, 18 employees, 3 offices, and 2,064 accounts.
Assets Under Management
$257M
Employees
18
Offices
3 offices
Total Clients
895
Primary office
SANDY, UT
10050 SOUTH STATE STREET, SANDY, UT, United States
Top client segmentIndividuals represent 94.3% of total clients.
Top client categories% of clientsClients
1
Individuals
94.3%
844
2
HNWI
4.1%
37
3
Pension Plans
0.8%
7
4
Corporations
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of April 22, 2026
Discretionary95.1%
$244M
95% of total RAUM95.1%
Non-discretionary4.9%
$13M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$257M
Total Accounts2,064
10Y AUM Change+$139M (+117.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee50:1
10Y Employee Change+10 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.