RIA Intel›Advisers›Kentucky›NEW MILLENNIUM ASSET MANAGEMENT, INC.

NEW MILLENNIUM ASSET MANAGEMENT, INC.

Advisory

KY

Data as of Aug 10, 2026 · Source: SEC Form ADV

Average account

$437K

across 76 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, KY, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

19 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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