Overview
Assets Under Management: $411 million
Headquarters: MARSHALL, MI
High-Net-Worth Clients: 3
Average Client Assets: $39 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.65
Average High-Net-Worth Client Assets: $39 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