Michael Osborne
New Millennium Asset Management · The Villages, Florida
Michael Osborne is a fee-only financial advisor at New Millennium Asset Management in The Villages, Florida. New Millennium Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | New Millennium Asset Management |
|---|---|
| Based in | The Villages, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.2M across 76 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5309494 |
| Exams passed | Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.nmamgroup.org |
How Michael's firm compares
- New Millennium Asset Management's average account is about $437,000, from its Form ADV (assets managed divided by 76 accounts).
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Questions about Michael
Is Michael Osborne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and New Millennium Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, New Millennium Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Osborne based?
Michael Osborne is based in The Villages, Florida.
Is Michael Osborne registered with the SEC?
Yes. Michael Osborne is registered as an investment adviser representative in OH (CRD 5309494), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Millennium Asset Management manage?
New Millennium Asset Management reports $33.2M across 76 accounts in assets under management.
How do I contact Michael Osborne?
Through Michael's website, www.nmamgroup.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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