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Building 2MILLER FINANCIAL MANAGEMENT, LLC

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Phone463-230-0100
NotebookSEC #801-87173
Total AUM
$136.8M
Employees
4
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 4 PM
BY APPOINTMENT
Phone
463-230-0100

ReceiptFinancials

Total AUM
$136.8M
Accounts
308
Discretionary
$135.9M
Accounts
301
Non-Discretionary
$864.7K
Accounts
7

ContactClients

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Individual Clients
62
AUM
$71M
HNW Individual Clients
13
AUM
$56.9M
Corporation or Business Clients
2
AUM
$8.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
INPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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