ROWLAND MILLER + PARTNERS LLC

3060 Peachtree Road, N.W.
One Buckhead Plaza, Suite 710
Atlanta, Georgia 30305
Tel: 404-816-5350

About ROWLAND MILLER + PARTNERS LLC

ROWLAND MILLER + PARTNERS LLC, formally registered with the SEC as ROWLAND MILLER + PARTNERS LLC. The firm was established in 06/11/2015. They have over 1 offices throughout the country.

ROWLAND MILLER + PARTNERS LLC is a Atlanta, Georgia based Financial Planning firm with nearly $514,139,181 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226629
SEC#	801-99359
Assets Managed by Firm	$514,139,181
No. of Clients	572
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	572	$514,139,181
Individuals (other than high net worth individuals)	120	$49,445,992
High net worth individuals	110	$434,230,998
Pension and profit sharing plans	Fewer than 5 clients	$21,047,847
Charitable organizations	Fewer than 5 clients	$9,414,344

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