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MILLER FINANCIAL GROUP, LLC
CRD 139249 · SEC 801-66094
9115 SW OLESON RD, SUITE 200, PORTLAND, OR, 97223, United States
Phone
503-808-9404
Fax
503-808-9223
Registration
— (—)
Source
State registered
Total AUM
$82.8M
Discretionary AUM
$82.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $51.1M |
| High net worth individuals | 21 | $31.7M |
All web addresses on file
Official SEC filing: View on IAPD