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PARK, MILLER, LLC

CRD 146856 · SEC 801-69027

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2121 NORTH CALIFORNIA BLVD., SUITE 290, WALNUT CREEK, CA, 94596, United States

Phone

925-974-3324

Fax

925-407-2977

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$339.8M

Discretionary AUM

$339.8M

Team

4 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals21$10.6M
High net worth individuals23$329.2M

States served

AZ, CA, NV

All web addresses on file

Official SEC filing: View on IAPD