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NEW MILLENNIUM GROUP

SANDY, UT · CRD 299249 · IAPD ↗ · 801-446-9950

$257.0MRegulatory AUM
12Advisory reps
18Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — NEW MILLENNIUM GROUP reported RAUM up 28% ($200.6M -> $257.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
March 2026 — NEW MILLENNIUM GROUP grew from 8 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2025 — NEW MILLENNIUM GROUP notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — NEW MILLENNIUM GROUP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
February 2025 — NEW MILLENNIUM GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
February 2025 — NEW MILLENNIUM GROUP reported RAUM up 39% ($144.5M -> $200.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — NEW MILLENNIUM GROUP notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2024 — NEW MILLENNIUM GROUP reported RAUM up 26% ($114.4M -> $144.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.