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Building 2PARK, MILLER, LLC

Map pinWALNUT CREEK, CA
Phone925-974-3324
NotebookSEC #801-69027
Total AUM
$339.8M
Employees
4
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2121 NORTH CALIFORNIA BLVD.
SUITE 290
WALNUT CREEK
CA 94596
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
925-974-3324
Other Offices
4

ReceiptFinancials

Total AUM
$339.8M
Accounts
223
Discretionary
$339.8M
Accounts
218
Non-Discretionary
$455
Accounts
5

ContactClients

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Individual Clients
21
AUM
$10.6M
HNW Individual Clients
23
AUM
$329.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANV

HandshakeAffiliates

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

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