Overview
Assets Under Management: $226 million
Headquarters: TROY, MI
High-Net-Worth Clients: 63
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.12
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 175
Discretionary Accounts: 158
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 124489
Last Filing Date: 2024-03-21 00:00:00
Website: https://millercapital.com