New Millennium Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 143465
- Website
- www.nmamgroup.org
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.19%
- Individuals34.81%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
New Millennium Asset Management, Inc. is an independent, owner-operated registered investment adviser serving individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients through a mix of AUM-based fees as well as fixed and hourly billing. New Millennium reports no active ESG investing program and does not present itself as a capital allocator or pension consultant; its business model is centered on direct advisory relationships rather than operating as a fund-platform manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds3%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Grant Clay
InternCRD 7914190
Anita Osborne
Secretary and TreasurerCRD 5309507
Michael Osborne
President and Portfolio ManagerCRD 5309494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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