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Miller Financial Services LLC

● SEC registered since 2017CRD 143788SEC# 801-110021Marshall, MI
Export (members)
Reg. AUM
$411.1M
Employees
3
Accounts
1,898
Location
Marshall, MI

Miller Financial Services LLC assets under management

Miller Financial Services LLC is an SEC-registered investment adviser based in Marshall, MI. The firm has been registered since 2017. It reports $411.1 million in regulatory assets under management and employs 3 people.
www.millerfinancialplanning.comView on SEC.gov ↗

Miller Financial Services LLC owners & executives

1 reported
NameTitleOwnershipSince
Joseph Patrick Miller ControlManaging Member/President/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Miller Financial Services LLC manage?

Miller Financial Services LLC reports $411.1 million in regulatory assets under management on its Form ADV.

How many employees does Miller Financial Services LLC have?

Miller Financial Services LLC reports 3 employees.

Where is Miller Financial Services LLC located?

Miller Financial Services LLC is based in Marshall, MI and has been SEC-registered since 2017.

Does Miller Financial Services LLC disclose fund performance?

Miller Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1001 W Michigan Ave, Marshall, MI 49068
Phone269-781-5129
Fax269-781-9040
Office hours8:30 - 4:30 Est
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$411.1M
Non-discretionary$0
Total (RAUM)$411.1M