LE
LE

Liam Downing Sebastian Elliott

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
718 clients
Average Client Portfolio
$279K average
Assets Under Management
$200.6M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

10050 South State Street, Sandy, UT, 84070

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
New Millennium Group
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
February 2021 - November 2021 · 9 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.