New Millennium Group
New Millennium Group is an SEC-registered mass-market adviser in Sandy, UT with $257.0M assets under management (AUM, regulatory AUM), +28% over one year. See who owns New Millennium Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299249, SEC 801-120516, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $257.0M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Sandy, UT
- Employees
- 18
- Clients
- 895
- CRD
- 299249
- Ownership
- OVERSTREET, DEREK, QUINN; M.S.H. ENTERPRISES I, LLC; FIRENZE INVESTMENT GROUP, LLC; Glazier, Tyler, John; Kirry, Collyn, D
How much AUM does New Millennium Group have?
New Millennium Group reported $257.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns New Millennium Group?
Disclosed owners and executives of New Millennium Group include OVERSTREET, DEREK, QUINN, M.S.H. ENTERPRISES I, LLC, FIRENZE INVESTMENT GROUP, LLC, Glazier, Tyler, John, Kirry, Collyn, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.