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Building 2MILLER-GREEN FINANCIAL SERVICES LLC

Map pinHOUSTON, TX
Phone713-224-3100
NotebookSEC #801-60054
Total AUM
$50.2M
Employees
6
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 TRAVIS STREET
SUITE 5900
HOUSTON
TX 77002
United States
Operating Hours
9:00 AM. - 4:00 P.M.
Monday - Friday
Phone
713-224-3100
Other Offices
1

ReceiptFinancials

Total AUM
$50.2M
Accounts
66
Discretionary
$50.2M
Accounts
66
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$32.5M
HNW Individual Clients
22
AUM
$17.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
CONSULTATION SERVICES,SEMINARS AND EDUCATIONAL PROGRAMS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MAY BE COMPENSATED FOR SEMINARS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLANHTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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