NEW MILLENNIUM GROUP
Firm details
- Headquarters
- SANDY, Utah
- CRD number
- 299249
- Registered since
- March 15, 2021
- Website
- yournewmillenniumgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals62.85%
- HNWI33.51%
- Pension & Profit Sharing Plans2.42%
- Corporations / Businesses1.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
New Millennium Group is an independent, SEC-registered investment adviser organized as an LLC and registered in 2021. The firm acts as a capital allocator for both individual & family and institutional clients, combining portfolio management and financial planning with ancillary services such as pension consulting and the selection of other advisers. It also operates as an insurance broker, which aligns with its use of annuity products. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. New Millennium Group does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
Contacts
3 of 13LIAM ELLIOTT
Investment Advisor RepresentativeCRD 7316232
Huayi Wang
AnalystCRD 8043781
ARMAND OVERSTREET
Investment Advisor RepresentativeCRD 7286762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 199Active vs passive
$51M in ETFs
77%
$39.2M
22%
$11.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $7.6M | 62,340 | 14.89% |
Location
SANDY, UT
SALT LAKE
Location
SANDY, UT
Headquartered in SANDY, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 10050 S State St
- Time zone
- MT (UTC-7)
- Office locations
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