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Home > Retirement Planners > california > walnut creek > PARK, MILLER, LLC
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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