MILLER FINANCIAL SERVICES LLC

1001 W Michigan Ave
Marshall, Michigan 49068
Tel: 269-781-5129

About MILLER FINANCIAL SERVICES LLC

MILLER FINANCIAL SERVICES LLC, formally registered with the SEC as MILLER FINANCIAL SERVICES LLC. The firm was established in 03/07/2017. They have over 1 offices throughout the country.

MILLER FINANCIAL SERVICES LLC is a Marshall, Michigan based Financial Planning firm with nearly $327,979,001 assets under management, offering retirement planning & investment advisory services to 1788 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143788
SEC#	801-110021
Assets Managed by Firm	$327,979,001
No. of Clients	1788
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1788	$327,979,001
Individuals (other than high net worth individuals)	707	$87,980,818
High net worth individuals	61	$122,888,034
Pension and profit sharing plans	6	$22,570,908
Charitable organizations	Fewer than 5 clients	$1,842,150
Corporations or other businesses	Fewer than 5 clients	$8,807,840

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