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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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