NEW MILLENNIUM GROUP, LLC
C20
CRD 299249·SEC 801-120516·SANDY, UT
AUM
$257.0M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$771K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $158.5M
'23 · $158.5M
'25 · $200.6M
'26 · $257.0M
'22'26
$158.5M → $257.0M▲ +62%
Client mix
| Individuals Other | 844 |
| Individuals High Net Worth | 37 |
| Pension Profit Sharing Plans | 7 |
| Corporations | 7 |
Operations
Advisory staff (5-yr trend)
'22 · 6 advisors
'23 · 6 advisors
'25 · 8 advisors
'26 · 12 advisors
'22'26
6 advisors → 12 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
10050 SOUTH STATE STREETSANDY, UT 84070
Business
10050 SOUTH STATE STREETSANDY, UT 84070
Edgar Recent Filings
13F-NT2026-04-22 · 0001909654-26-000002
13F-HR2026-02-06 · 0001909654-26-000001