New Millennium Asset Management, Inc.

Overview

New Millennium Asset Management, Inc. is an independent registered investment adviser operating as a small, owner-managed corporation that serves individual and family clients along with small-business portfolios. The firm’s advisory work is focused on financial planning and discretionary portfolio management for individual and small-business clients. Fee arrangements include a percentage of assets under management plus the option for hourly or fixed fees, which supports both ongoing portfolio relationships and one-off planning engagements. Investment behavior shows a clear equity preference: the firm places the bulk of client capital into exchange-traded equities and manages portfolios with a high degree of discretion. New Millennium is not positioned as an ESG-focused manager, nor as a pension or institutional consultant; instead it concentrates on liquid equity exposures supplemented by mutual funds and targeted alternative allocations in real estate through third-party managers.

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Public Holdings

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Location & Offices