Overview
Assets Under Management: $411 million
Headquarters: MARSHALL, MI
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
MILLER FINANCIAL SERVICES LLC 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 #143788), MILLER FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
MILLER FINANCIAL SERVICES LLC is headquartered in MARSHALL, MI.
MILLER FINANCIAL SERVICES LLC serves 55 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, MILLER FINANCIAL SERVICES LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MILLER FINANCIAL SERVICES LLC manages $411 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, MILLER FINANCIAL SERVICES LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,898
Discretionary Accounts: 1,898
Regulatory Filings
CRD Number: 143788
Filing ID: 1926620
Last Filing Date: 2025-03-21 09:24:00
Website: https://millerfinancialplanning.com