NEW MILLENNIUM GROUP
NEW MILLENNIUM GROUP, LLC Legal Name
Adviser information for NEW MILLENNIUM GROUP last updated from Form ADV on February 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 11 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 683 | $144.5M |
| Non-Discretionary | 0 | $0 |
| Total | 683 | $144.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 662 | $91.7M |
| HNW Individuals | 21 | $52.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-120516 |
|---|---|
| SEC ERA File Number | 801-120516 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299249 |
| Legal Entity Identifier | None |
Principal Office
10050 SOUTH STATE STREETSANDY
UT
United States
Monday - Friday, 8:30- 5:00
Tel: 801-446-9950, Fax: None
Chief Compliance Officer
TYLER GLAZIER
10050 S. STATE STREET
SANDY
UT
United States
Tel:
801-446-9950
T****@*********M
(Full email address available in API data)
Regulatory Contact
DEREK OVERSTREET
MANAGING MEMBER
10050 S. STATE STREET
SANDY
UT
United States
Tel:
801-446-9950
D****@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Glazier, Tyler, John | Individual | – | CCO | 08/2021 | < 5% |
| M.S.H. ENTERPRISES I, LLC | Domestic Entity | – | MANAGING MEMBER | 12/2023 | 50-75% |
| FIRENZE INVESTMENT GROUP, LLC | Domestic Entity | – | MANAGING MEMBER | 12/2023 | 25-50% |
| Glazier, Tyler, John | Individual | M.S.H. ENTERPRISES I, LLC | MANAGING MEMBER | 11/2023 | 25-50% |
| SUBURBAN VENTURES LLC | Domestic Entity | M.S.H. ENTERPRISES I, LLC | MANAGING MEMBER | 11/2023 | 50-75% |
| OVERSTREET, DEREK, QUINN | Individual | FIRENZE INVESTMENT GROUP, LLC | MANAGING MEMBER | 11/2023 | > 75% |
| Kirry, Collyn, D | Individual | SUBURBAN VENTURES LLC | MANAGING MEMBER | 11/2023 | > 75% |