MILLER FINANCIAL SERVICES LLC
Adviser information for MILLER FINANCIAL SERVICES LLC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,788 | $328.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1,788 | $328.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 707 | $88.0M |
| HNW Individuals | 61 | $122.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $22.6M |
| Charitable organizations | <5 | $1.8M |
| State or municipal gov entities | 5 | $83.9M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $8.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-110021 |
|---|---|
| SEC ERA File Number | 801-110021 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 143788 |
| Legal Entity Identifier | None |
Principal Office
801 W. MICHIGAN AVENUEMARSHALL
MI
United States
Monday - Friday, 8:30 - 4:30 EST
Tel: 269-781-5129, Fax: 269-781-9040
Websites
Chief Compliance Officer
JOSEPH P. MILLER
PRESIDENT/CCO
801 W. MICHIGAN AVENUE
MARSHALL
MI
United States
Tel:
269-781-5129
Fax:
269-781-9040
J**@**************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MILLER, JOSEPH, PATRICK | Individual | – | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | 05/1999 | > 75% |