MILLER ADVISORS, INC.
Total AUM
$205.3M
Employees
6Clients
214Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11 TENTH AVENUE
KIRKLAND
WA 98033
United States
KIRKLAND
WA 98033
United States
Operating Hours
MONDAY - THURSDAY 7:30 AM - 5:15 PM, FRIDAY 7:30AM-1:00PM
Monday - Friday
Monday - Friday
Phone
425-822-8122
Financials
Total AUM
$205.3M
Accounts
444Discretionary
$187.9M
Accounts
386Non-Discretionary
$17.4M
Accounts
58
Clients
Individual Clients
139AUM
$40M
HNW Individual Clients
75AUM
$165.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
DIVORCE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NON-VARIABLE LIFE INSURANCE AND LONG TERM CARE INSURANCE
Compliance
Disclosures
None reported
State Registrations
AZCAORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.