{
  "crd_number": 299249,
  "slug": "new-millennium-group-sandy-ut-299249",
  "primary_business_name": "NEW MILLENNIUM GROUP",
  "legal_name": "NEW MILLENNIUM GROUP, LLC",
  "dbas": [],
  "city": "Sandy",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-15",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 257019092.0,
  "raum_discretionary": 244391356.0,
  "raum_non_discretionary": 12627736.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 18,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 161540249.0,
      "count": 844
    },
    "pension_profit_sharing": {
      "raum": 6213221.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 86127824.0,
      "count": 37
    },
    "corporations_other_businesses": {
      "raum": 3137798.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "ID",
    "MO",
    "NV",
    "TX",
    "UT",
    "WA",
    "WY"
  ],
  "websites": [
    "https://facebook.com/yournewmillenniumgroup",
    "https://instagram.com/yournewmillenniumgroup",
    "https://linkedin.com/company/new-millennium-group-inc-",
    "https://twitter.com/NewMillenniumUt",
    "https://yournewmillenniumgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299249",
  "city_as_filed": "SANDY",
  "url": "https://advisorcensus.com/firm/new-millennium-group-sandy-ut-299249",
  "display_name": "New Millennium Group",
  "summary": "New Millennium Group is an SEC-registered investment advisory firm in Sandy, UT, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. New Millennium Group (CRD 299249): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is New Millennium Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), New Millennium Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is New Millennium Group located?",
      "a": "New Millennium Group's principal office is in Sandy, UT, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is New Millennium Group registered with the SEC or a state?",
      "a": "New Millennium Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 299249."
    },
    {
      "q": "How much does New Millennium Group manage?",
      "a": "New Millennium Group reports $257,019,092 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (95% discretionary)."
    },
    {
      "q": "How have New Millennium Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for New Millennium Group: Regulatory assets under management: $118,408,794 in the October 2021 data and $257,019,092 in the October 2026 data, up 117%. Total employees: 8 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does New Millennium Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (844); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does New Millennium Group use?",
      "a": "New Millennium Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does New Millennium Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299249"
    },
    {
      "q": "Does New Millennium Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 says: \"We have no minimum initial account value for opening an account with our firm.\""
    },
    {
      "q": "What changed in New Millennium Group's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 8 to 12. Regulatory assets under management went from $200,605,006 to $257,019,092 (+28%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 118408794.0,
      "total_employees": 8,
      "filing_date": "2021-08-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 158487570.0,
      "total_employees": 15,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 114396161.0,
      "total_employees": 13,
      "filing_date": "2023-08-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 144462410.0,
      "total_employees": 15,
      "filing_date": "2024-04-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 200605006.0,
      "total_employees": 18,
      "filing_date": "2025-04-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 257019092.0,
      "total_employees": 18,
      "filing_date": "2026-04-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 12.",
        "Regulatory assets under management went from $200,605,006 to $257,019,092 (+28%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in IN, LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We have no minimum initial account value for opening an account with our firm."
        ]
      }
    ],
    "quotes": [
      "We have no minimum initial account value for opening an account with our firm."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/new-millennium-group-sandy-ut-299249.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 844,
      "fewer_than_5": false,
      "raum": 161540249.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 86127824.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6213221.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 3137798.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299249",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}