Overview
Assets Under Management: $189 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 52
Average Client Assets: $2.7 million
Frequently Asked Questions
MILLER ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106603), MILLER ADVISORS, INC. is subject to fiduciary duty under federal law.
MILLER ADVISORS, INC. is headquartered in KIRKLAND, WA.
MILLER ADVISORS, INC. serves 52 high-net-worth clients according to their SEC filing dated July 24, 2018. View client details ↓
According to their SEC Form ADV, MILLER ADVISORS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MILLER ADVISORS, INC. manages $189 million in client assets according to their SEC filing dated July 24, 2018.
According to their SEC Form ADV, MILLER ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.31%
Average Client Assets: $2.7 million
Total Client Accounts: 512
Discretionary Accounts: 461
Non-Discretionary Accounts: 51
Regulatory Filings
CRD Number: 106603
Filing ID: 1231043
Last Filing Date: 2018-07-24 11:52:00