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MILLER CAPITAL

1441 W. Long Lake
Suite 100
Troy, Michigan 48098
Tel: 248-901-1650

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About MILLER CAPITAL

MILLER CAPITAL, formally registered with the SEC as MILLER CAPITAL. The firm was established in 07/15/2005. They have over 1 offices throughout the country.

MILLER CAPITAL is a Troy, Michigan based Financial Planning firm with nearly $226,347,404 assets under management, offering retirement planning & investment advisory services to 175 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#124489
SEC#801-64489
Assets Managed by Firm$226,347,404
No. of Clients175
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (PORTFOLIO CONSULTING/RESEARCH)

Firm Client Information

No. of ClientsAUM
Firm Total175$226,347,404
Individuals (other than high net worth individuals)26$8,040,987
High net worth individuals64$211,375,937
Corporations or other businesses2$6,930,480

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OA PRIVATE CAPITAL
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YOUSIF CAPITAL MANAGEMENT, LLC
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BRICKTOWN CAPITAL, LLC
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