Armand
Overstreet

New Millennium Group

CRD#7286762
Investment Advisor
in Sandy, UT

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About this Advisor

Armand Overstreet is a financial advisor based in Sandy, Utah, working with New Millennium Group. Armand has previously held positions at New Millennium Insurance Group, New Millennium Group, Symantec, Costco, Utah Army National Guard, Utah Valley University, Massmutual Life Insurance Company, Mml Investors Services LLC, Commonwealth Financial Network, and Sterling Financial Group. Armand has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Armand is part of New Millennium Group, which operates out of Sandy, Utah. The firm has 2 offices and 15 employees. The firm manages assets totaling $144.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at New Millennium Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10050 South State Street
Sandy, UT 84070

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New Millennium Group Brokerage Details

Total Assets Under Management

$144,462,410

UT Average: $693,624,108
Total Number of Employees

15

UT Average: 12
Total Number of Accounts

683

UT Average: 1,115
Average Account Size

$211,512

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Armand Overstreet Work History

2024 - Present (0 year)

New Millennium Group

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Sterling Financial Group

2021 - 2022 (1 year)

Massmutual Life Insurance Company

2021 - 2022 (1 year)

Mml Investors Services LLC

2020 - 2021 (1 year)

New Millennium Group

2018 - 2021 (3 years)

New Millennium Insurance Group

2017 - 2018 (1 year)

Symantec

2015 - 2016 (1 year)

Costco

2014 - 2022 (8 years)

Utah Army National Guard

2014 - 2014 (< 1 year)

New Millennium Group

2013 - 2018 (5 years)

Utah Valley University

Disclosures

Please visit the SEC profile of Armand Overstreet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at New Millennium Group

Liam Elliott
Sandy, UT
Collyn Kirry
Sandy, UT
Tyler Glazier
Sandy, UT
Myles Overstreet
Sandy, UT
Armand Overstreet
Sandy, UT
Tyler Miller
Sandy, UT
Bryon Powell
Sandy, UT
Derek Overstreet
South Jordan, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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