| Name | Title | Ownership | Since |
|---|---|---|---|
| The Mary G. Miller Revocable Trust | Member | 10-25% | 2015 |
| The W. Bruce Miller Revocable Trust Control | Member | Over 75% | 2015 |
| William Bruce Miller Control | Principal & Chief Compliance Officer | Under 5% | 2015 |
The Professional Financial Company LLC reports $361.1 million in regulatory assets under management on its Form ADV.
The Professional Financial Company LLC reports 6 employees.
The Professional Financial Company LLC is based in Orem, UT and has been SEC-registered since 2019.
The Professional Financial Company LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 384 W Center St, Orem, UT 84057 |
| Phone | (801) 701-2345 |
| Fax | (385) 233-0000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $232.1M |
| Non-discretionary | $129M |
| Total (RAUM) | $361.1M |