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Building 2MILLER FINANCIAL SERVICES LLC

Map pinMARSHALL, MI
Phone269-781-5129
NotebookSEC #801-67887
Total AUM
$37.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$37.9M
Accounts
397
Discretionary
$37.9M
Accounts
397
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE-RELATED SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MINH

HandshakeAffiliates

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

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