NEW MILLENNIUM GROUP, LLC
DBA: NEW MILLENNIUM GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $257.0M |
| Discretionary | $244.4M95% of AUM |
| Non-Discretionary | $12.6M |
| Client Accounts | 2,064 |
| Avg Account Size | $125K |
| Employees | 18 |
| Peak AUM | $257.0MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $257M | +28.1% | +29.1% | +16.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $257.0M |
| Discretionary | $244.4M |
| Employees | 18 |
| Client Accounts | 2064 |
| Client Range | 1-10 |
Contact & Location
Address
10050 SOUTH STATE STREET
SANDY UT 84070
Phone
801-446-9950
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$244M
95.1% of AUM
Non-Discretionary
$13M
4.9% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution