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Building 2MILLER ADVISORS, INC.

Map pinKIRKLAND, WA
Phone425-822-8122
NotebookSEC #801-40998
Total AUM
$205.3M
Employees
6
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 TENTH AVENUE
KIRKLAND
WA 98033
United States
Operating Hours
MONDAY - THURSDAY 7:30 AM - 5:15 PM, FRIDAY 7:30AM-1:00PM
Monday - Friday
Phone
425-822-8122

ReceiptFinancials

Total AUM
$205.3M
Accounts
444
Discretionary
$187.9M
Accounts
386
Non-Discretionary
$17.4M
Accounts
58

ContactClients

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Individual Clients
139
AUM
$40M
HNW Individual Clients
75
AUM
$165.3M

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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

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