New Millennium Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
New Millennium Group reports 895 clients. They include 844 individual clients, 37 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 95.1% ($244M across 2,037 accounts) are managed with discretion; $12.6M across 27 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 63% |
| High-net-worth individuals | 4% | 34% |
| Pension and profit-sharing plans | <1% | 2% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 844 | $162M | 62.9% | $191K |
| High-net-worth individuals | 37 | $86.1M | 33.5% | $2.33M |
| Pension and profit-sharing plans | 7 | $6.21M | 2.4% | $888K |
| Corporations and other businesses | 7 | $3.14M | 1.2% | $448K |
| Total | 895 | $257M | 100% | $287K |
- Clients
- 844
- Regulatory AUM
- $162M
- AUM share
- 62.9%
- Avg. per client
- $191K
- Clients
- 37
- Regulatory AUM
- $86.1M
- AUM share
- 33.5%
- Avg. per client
- $2.33M
- Clients
- 7
- Regulatory AUM
- $6.21M
- AUM share
- 2.4%
- Avg. per client
- $888K
- Clients
- 7
- Regulatory AUM
- $3.14M
- AUM share
- 1.2%
- Avg. per client
- $448K
Total
- Clients
- 895
- Regulatory AUM
- $257M
- AUM share
- 100%
- Avg. per client
- $287K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
New Millennium Group charges up to 1.50% for its Investment management fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Limited-scope consulting is negotiated at $1,000 to $10,000 per project and billed as services are rendered.
- Estate planning
- Estate planning through wealth.com is a separate flat, one-time fee that will not exceed $1,500 per household.
- Retirement plan advisory
- Retirement plan advisory fees are negotiated with the plan sponsor, do not exceed 1.00% annually, and are typically billed monthly.
- Stand-alone financial planning
- Financial planning for clients who do not use the firm for investment management is a fixed fee of $1,000 to $10,000, agreed in advance.
M.S.H. Enterprises I, LLC owns 50% to 75% of New Millennium Group and is in turn owned by Suburban Ventures LLC (50–75%) and Tyler Glazier (25–50%). It has 18 employees, 12 of them in advisory roles.
Leadership
- Tyler GlazierCCO
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Remington Patrick Adams
- Liam Downing Sebastian Elliott
- Koby T Glazier
- Tyler John Glazier
- Matthew E Guzman
- Collyn D Kirry
- Brennon Lund
- Armand Michel Overstreet
- Derek Quinn Overstreet
- Myles Benjaman Overstreet
- Bryon Powell
- Thatcher Scott Schwendiman
- Huayi Wang
Staff
- 18 employees
- 12 in advisory functions
- 12 state-registered reps
- 11 insurance agents
- Owns 50% to 75% of New Millennium Group, LLC
M.S.H. Enterprises I, LLC
Control person · since December 2023
- Owns 50% to 75% of M.S.H. Enterprises I, LLC
Suburban Ventures LLC
Control person · since November 2023
- Owns 75% or more of Suburban Ventures LLC
Collyn Kirry
Control person · since November 2023
- Owns 25% to 50% of M.S.H. Enterprises I, LLC
Tyler Glazier
Control person · since November 2023
- Owns 25% to 50% of New Millennium Group, LLC
Firenze Investment Group, LLC
Control person · since December 2023
- Owns 75% or more of Firenze Investment Group, LLC
Derek Overstreet
Control person · since November 2023
New Millennium Group’s regulatory assets grew 2.2× from $118M (February 2021) to $257M (April 2026); clients rose from 573 to 895 and employees from 8 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $257M | 895 | 18 | 4 |
| April 2025 | $201M | 718 | 18 | 4 |
| April 2024 | $144M | 683 | 15 | 3 |
| February 2023 | $114M | 678 | 13 | 3 |
| May 2022 | $158M | 769 | 15 | 2 |
| February 2021 | $118M | 573 | 8 | 2 |
Besides its headquarters, New Millennium Group has 3 offices, with 4 listed addresses in Utah and Washington.
Utah · 3 listed addresses
- 10050 South State Street, SandyHQ
- 20th North Main Street, St. George
- 1436 South Legend Hills Drive, Clearfield
Washington · 1 listed address
- 5915 S. Regal Street, Spokane
Contact and registration details
- Legal name
- New Millennium Group, LLC
- Headquarters
- 10050 South State Street, Sandy, UT 84070
- Website
- yournewmillenniumgroup.com
- Phone
- 801-446-9950
- @new-millennium-group-inc-
- SEC file
- 801-120516
- Structure
- Utah LLC
- Fiscal year end
- December
New Millennium Group uses Fidelity ($257M) as custodian for its separately managed accounts. New Millennium Group has custody of $8.35M in client assets for 775 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $257M100%
At year end, New Millennium Group’s separately managed accounts were mostly in stocks (72%) and funds (21%).
What the accounts hold
- Stocks72%
- Funds21%
- Bonds1%
- Cash6%
How many clients does New Millennium Group have?
New Millennium Group has 895 clients and manages $257 million for them, as of April 2026. They include 844 individual clients, 37 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026
What services does New Millennium Group offer?
New Millennium Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does New Millennium Group charge?
New Millennium Group charges up to 1.50% for its Investment management fees. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Which custodians does New Millennium Group use?
New Millennium Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $257M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026
How many financial advisors does New Millennium Group have?
New Millennium Group has 12 investment adviser representatives registered with state securities authorities, out of 18 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does New Millennium Group invest in?
At the end of its last fiscal year, New Millennium Group’s separately managed accounts held 72% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns New Millennium Group?
New Millennium Group is owned through a chain of holding companies by Tyler Glazier, Derek Overstreet and Collyn Kirry. Its direct owners are M.S.H. Enterprises I, LLC (50% to 75%) and Firenze Investment Group, LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026
How does New Millennium Group get paid?
New Millennium Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is New Millennium Group registered with the SEC?
Yes, New Millennium Group has been registered with the SEC as an investment adviser since 15 March 2021. Its CRD number is 299249 and its SEC file number is 801-120516.
Source: Form ADV Part 1A, Item 1, filed 22 April 2026; IAPD firm record
How do I contact New Millennium Group?
New Millennium Group’s main office is at 10050 South State Street, Sandy, UT 84070. Its phone number is 801-446-9950. Its website is yournewmillenniumgroup.com.