# New Millennium Group

New Millennium Group is a Bank / Wealth / Trust based in Sandy, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sandy, United States
- **Region:** North America
- **Address:** Sandy, UT, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** yournewmillenniumgroup.com
- **LinkedIn:** https://www.linkedin.com/company/new-millennium-group-inc

## Regulatory record

- **CRD number:** 299249
- **SEC file number:** 801-120516
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-22
- **Reports private funds:** No

## About

New Millennium Group launched in 2015 and operates from Sandy, Utah, as a Registered Investment Advisor. The firm's core client base spans individuals, high-net-worth families, estates, trusts, and charitable organizations. Its service model incorporates financial planning, retirement income structuring, tax planning, Social Security optimization, estate planning, and IRA rollover services. The firm designs retirement income strategies that aim to turn client savings into reliable lifetime income. Its investment services stretch across managed portfolios and advisory relationships, though the website does not disclose specific asset-class mixes, individual holdings, or external fund commitments. New Millennium Group does not publicly identify a venture, private equity, or direct-investment program, positioning it as an advisory practice rather than a balance-sheet allocator. The client-facing process begins with a no-obligation 15-minute consultation to assess retirement readiness. New Millennium Group has not published its assets under advisement or management. No principal names, professional headcount, or additional office locations appear in current public material. The practice does not identify adjacent philanthropic vehicles, operating companies, or peer club memberships such as Tiger 21 or R360. Structurally, the firm distinguishes itself through a retirement-first planning lens rather than asset-gathering or institutional capital deployment. It operates as a boutique shop focused on distribution-stage financial needs — converting accumulated wealth into income — which sets it apart from growth- or accumulation-oriented wealth managers. Succession and governance details are not publicly documented. NEW MILLENNIUM GROUP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-04-22, it reported 18 employees; 2,064 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

## Questions

### What services does New Millennium Group provide?

The firm offers retirement planning, investment services, tax planning, Social Security optimization, estate planning, and IRA rollover services. Its core pitch turns client savings into reliable lifetime income, with an initial consultation structured as a no-obligation 15-minute session. The website frames all services around retirement-readiness and income continuity rather than wealth accumulation alone.

### Who runs investment decisions at New Millennium Group?

The firm does not publicly name its principals, investment committee members, or advisory team on its website or LinkedIn. Without disclosed leadership, the decision-making structure remains opaque to external allocators and peers.

### How does New Millennium Group charge for its services?

The website does not publish a fee schedule, but the offer of a free consultation and its RIA registration imply a fee-based advisory model. Specific fee structures — assets-under-management percentage, flat retainer, or hourly — are not disclosed online.

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Updated: 2026-10-24T19:50:38Z

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