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Building 2MILLER WEALTH MANAGEMENT

Map pinDECATUR, IL
Phone(217) 542-7700
NotebookSEC #801-114099
Total AUM
$108.2M
Employees
6
Clients
233

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3090 N. MAIN STREET
SUITE C
DECATUR
IL 62526
United States
Operating Hours
9:00 AM TO 5:00PM
Monday - Friday
Phone
(217) 542-7700

ReceiptFinancials

Total AUM
$108.2M
Accounts
540
Discretionary
$107.5M
Accounts
537
Non-Discretionary
$704.9K
Accounts
3

ContactClients

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Individual Clients
205
AUM
$54.5M
HNW Individual Clients
24
AUM
$52M
Pension/Profit Sharing Plan Clients
4
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMITX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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