New Millennium Group's Form ADV discloses 1.50% on the first $2.5 million and negotiable rates above $2.5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #299249), New Millennium Group is subject to fiduciary duty under federal law.
New Millennium Group is headquartered in SANDY, UT.
New Millennium Group serves 37 high-net-worth clients according to their SEC filing dated April 22, 2026. View client details ↓
According to their SEC Form ADV, New Millennium Group offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
New Millennium Group manages $257 million in client assets according to their SEC filing dated April 22, 2026.
According to their SEC Form ADV, New Millennium Group serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓