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Building 2MILLER FINANCIAL SERVICES LLC

Map pinMARSHALL, MI
Phone269-781-5129
NotebookSEC #801-110021
Total AUM
$462.9M
Employees
3
Clients
586

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 W MICHIGAN AVE
MARSHALL
MI 49068
United States
Operating Hours
8:30 - 4:30 EST
Monday - Friday
Phone
269-781-5129

ReceiptFinancials

Total AUM
$462.9M
Accounts
1,358
Discretionary
$462.9M
Accounts
1,358
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
508
AUM
$110M
HNW Individual Clients
66
AUM
$184.6M
Pension/Profit Sharing Plan Clients
4
AUM
$20.2M
Charitable Organization Clients
1
AUM
$2.1M
Government Entity Clients
6
AUM
$135.8M
Corporation or Business Clients
1
AUM
$10.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINMINHOHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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