New Millennium Group

New Millennium Group (CRD# 299249) is a financial advisory firm headquartered in Sandy, UT. They manage $144,462,410 in 683 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
10050 South State Street, Sandy, UT 84070
https://www.linkedin.com/company/new-millennium-group-inc-/
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    683
    ACCOUNTS
  • Average Account Value
    $211,512
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, IN, LA, MO, NV, TX, UT, WY

Financial Advisors at New Millennium Group
Showing 1 - 6 of 6 top financial advisors.
1
Derek Overstreet, financial advisor Sandy UT
Derek Q. Overstreet
CRD#: 6430904
10050 South State Street, Sandy, UT 84095

Derek Overstreet (CRD# 6430904) is an Investment Advisor Representative working at New Millennium Group in Sandy, UT and has over 9 years of experience in the finance industry.

2
Liam Elliott, financial advisor Sandy UT
Liam D. Elliott
CRD#: 7316232
10050 South State Street, Sandy, UT 84070

Liam Elliott (CRD# 7316232) is an Investment Advisor Representative working at New Millennium Group in Sandy, UT and has over 3 years of experience in the finance industry.

3
Tyler Glazier, financial advisor Sandy UT
Tyler J. Glazier
CRD#: 6905948
10050 South State Street, Sandy, UT 84070

Tyler Glazier (CRD# 6905948) is an Investment Advisor Representative working at New Millennium Group in Sandy, UT and has over 5 years of experience in the finance industry.

4
Collyn Kirry, financial advisor Sandy UT
Collyn D. Kirry
CRD#: 7508390
10050 South State Street, Sandy, UT 84070

Collyn Kirry (CRD# 7508390) is an Investment Advisor Representative working at New Millennium Group in Sandy, UT and has over 2 years of experience in the finance industry.

5
Tyler Miller, financial advisor Sandy UT
Tyler A. Miller
CRD#: 7775272
10050 South State Street, Sandy, UT 84070

Tyler Miller (CRD# 7775272) is an Investment Advisor Representative working at New Millennium Group in Sandy, UT and has 1 year of experience in the finance industry.

6
Bryon Powell, financial advisor Sandy UT
Bryon Powell
CRD#: 7054941
10050 South State Street, Sandy, UT 84070

Bryon Powell (CRD# 7054941) is an Investment Advisor Representative working at New Millennium Group in Sandy, UT and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals