NEW MILLENNIUM GROUP, LLC
Legal name: NEW MILLENNIUM GROUP
CRD #299249 SEC #801-120516 SANDY, UT 801-446-9950
SEC Registered
Total AUM
$200.6M
Discretionary
$189.1M
Employees
18
Clients
1
Accounts
2,712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $200.6M | $189.1M | $11.5M | 18 | 0 |
| Aug 2025 | $200.6M | $189.1M | $11.5M | 18 | 0 |
| Apr 2025 | $200.6M | $189.1M | $11.5M | 18 | 0 |
| Jan 2025 | $200.6M | $189.1M | $11.5M | 18 | 0 |
| Apr 2024 | $144.5M | $144.5M | $0 | 15 | 0 |
| Feb 2024 | $144.5M | $144.5M | $0 | 15 | 0 |
| Dec 2023 | $114.4M | $114.4M | $0 | 13 | 0 |
| Aug 2023 | $114.4M | $114.4M | $0 | 13 | 0 |
| Feb 2023 | $114.4M | $114.4M | $0 | 13 | 0 |
| Oct 2022 | $158.5M | $158.5M | $0 | 15 | 0 |
| Oct 2022 | $158.5M | $158.5M | $0 | 15 | 0 |
| Sep 2022 | $158.5M | $158.5M | $0 | 15 | 0 |
| Sep 2022 | $158.5M | $158.5M | $0 | 15 | 0 |
| May 2022 | $158.5M | $158.5M | $0 | 15 | 0 |
| Apr 2022 | $158.5M | $158.5M | $0 | 15 | 0 |
| Feb 2022 | $158.5M | $158.5M | $0 | 15 | 0 |
| Feb 2022 | $158.5M | $158.5M | $0 | 15 | 0 |
| Aug 2021 | $118.4M | $118.2M | $180.2K | 8 | 0 |
| Feb 2021 | $118.4M | $118.2M | $180.2K | 8 | 0 |
| Feb 2021 | $118.4M | $118.2M | $180.2K | 8 | 0 |
DateDec 2025
Total AUM$200.6M
Discretionary$189.1M
Non-Disc.$11.5M
Employees18
Clients0
DateAug 2025
Total AUM$200.6M
Discretionary$189.1M
Non-Disc.$11.5M
Employees18
Clients0
DateApr 2025
Total AUM$200.6M
Discretionary$189.1M
Non-Disc.$11.5M
Employees18
Clients0
DateJan 2025
Total AUM$200.6M
Discretionary$189.1M
Non-Disc.$11.5M
Employees18
Clients0
DateApr 2024
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees15
Clients0
DateFeb 2024
Total AUM$144.5M
Discretionary$144.5M
Non-Disc.$0
Employees15
Clients0
DateDec 2023
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees13
Clients0
DateFeb 2023
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees15
Clients0
DateSep 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees15
Clients0
DateSep 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees15
Clients0
DateMay 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees15
Clients0
DateApr 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees15
Clients0
DateFeb 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees15
Clients0
DateFeb 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees15
Clients0
DateAug 2021
Total AUM$118.4M
Discretionary$118.2M
Non-Disc.$180.2K
Employees8
Clients0
DateFeb 2021
Total AUM$118.4M
Discretionary$118.2M
Non-Disc.$180.2K
Employees8
Clients0
DateFeb 2021
Total AUM$118.4M
Discretionary$118.2M
Non-Disc.$180.2K
Employees8
Clients0