Overview
Assets Under Management: $710 million
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 2
Average Client Assets: $53 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.84
Average High-Net-Worth Client Assets: $53 million
Total Client Accounts: 1,357
Discretionary Accounts: 1,260
Non-Discretionary Accounts: 97
Regulatory Filings
CRD Number: 165823
Filing ID: 2005556
Last Filing Date: 2025-07-24 10:27:00
Website: https://amillerinvest.com