PARK, MILLER, LLC

2121 North California Blvd.
Suite 290
Walnut Creek, California 94596
Tel: 925-974-3324

About PARK, MILLER, LLC

PARK, MILLER, LLC, formally registered with the SEC as PARK, MILLER, LLC. The firm was established in 04/18/2008. They have over 5 offices throughout the country.

PARK, MILLER, LLC is a Walnut Creek, California based Financial Planning firm with nearly $254,232,391 assets under management, offering retirement planning & investment advisory services to 189 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146856
SEC#	801-69027
Assets Managed by Firm	$254,232,391
No. of Clients	189
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	189	$254,232,391
Individuals (other than high net worth individuals)	20	$8,931,494
High net worth individuals	21	$241,110,303
Corporations or other businesses	Fewer than 5 clients	$4,190,594

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