New Millennium Group

$257MAssets under management
as of Apr 2026 · SEC Form ADV
Sandy, UT
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Tech stack

No one at New Millennium Group has shared their stack yet. Tools marked “spotted on their website” are linked from or built into New Millennium Group's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $144M held · filed Apr 2024
Portfolio Management
Proposal Generation/Sales Enablement