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- Custodian
- Fidelity/NFS ยท State Street
- Clients
- Retail and Institutional
- Platforms
- Zenith insightPeak pathway +more
- Established Date
- 03-04-2019
- Office Locations
- 2
Office Locations
About NEW Millennium Group
New Millennium Group is a Sandy, Utah-based retail RIA providing retirement-focused planning and investment management. Services include retirement and tax planning, Social Security maximization, estate planning, and IRA rollover support. Portfolios skew toward ETFs and mutual funds, with custody through Fidelity/NFS and State Street. Offers online scheduling for a no-obligation 15-minute consult.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
Tyler John Glazier
Chief Compliance Officer
- CRD
- #6905948
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Remington Patrick Adams
Associate Advisor
- CRD
- #8220537
LIAM DOWNING SEBASTIAN ELLIOTT
Associate Financial Advisor
- CRD
- #7316232
Prime peak
Frontier pathway
- CRD
- #16381
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,391,356 | $119,976 |
| Non-Discretionary | $12,627,736 | $467,694 |
| Total | $257,019,092 | $124,525 |
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Separately Managed Accounts
Total SMA Asset: $257,019,092
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $257,024,508 | 14.8% |
| Public Funds | $425,479,760 | 24.5% |
| Cash | $494,945,843 | 28.5% |
| Corporate - Investment Grade | $559,201,970 | 32.2% |
| Total | $1,736,652,081 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FUSION | HORIZON BEACON | T4GNGA3L8 | FLJB | 8.50% | $112,345,205 |
| FOUNDATION HARBOR ELEMENT | ZENITH DELTA | QCM46O6GX | GTJB | 1.10% | $5,032,244 |
| MATRIX BEACON | DELTA WAVE | G5SYIQ8US | FKBM | 7.56% | $37,606,842 |
| EAGLE TIMBER | FOUNDATION QUANTUM | RL1HC25CG | PDE | 9.72% | $100,397,270 |
| HORIZON CAPITAL | VALUE UNISON | 14Z375JKS | FKO | 7.32% | $75,228,273 |
| CATALYST VECTOR LEGACY | BEACON MATRIX | 35ELN7A1Y | KJBJ | 8.77% | $116,176,623 |
| VERTEX SIGNAL ELEMENT | ZENITH VITAL | 2QJJUV1BY | CTR | 10.51% | $49,608,660 |
| DELTA DELTA INSIGHT | VECTOR CREST | 08HSS8BYJ | CUJF | 7.16% | $100,668,448 |