Assets Under Management

$200.6M

Number of Clients

718

Number of Advisors

9

Average Client AUM

$279K

AUM per Advisor

$22.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

New Millennium Group, LLC (NMG) is an investment management firm committed to helping clients build, manage, and preserve their wealth. They specialize in retirement investing and income generation. NMG manages advisory accounts on a discretionary and non-discretionary basis, allocating client assets among equities, ETFs, and debt securities. They also offer estate planning services through Wealth.com for a separate fee.

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Location

10050 South State Street, Sandy, UT, 84070

9 Advisors at this firm