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MILLER FINANCIAL SERVICES LLC
CRD 143788 · SEC 801-110021
1001 W MICHIGAN AVE, MARSHALL, MI, 49068, United States
Phone
269-781-5129
Fax
269-781-9040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$462.9M
Discretionary AUM
$462.9M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 508 | $110.0M |
| High net worth individuals | 66 | $184.6M |
| Pension/profit sharing plans | 4 | $20.2M |
| State/municipal entities | 6 | $135.8M |
States served
CA, IN, MI, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD