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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 12-22-2017
- Office Locations
- 1
Office Locations
About Increase Consultants LLC
Increase Financial (Increase Consultants LLC) provides personalized financial planning for individuals and families, including retirement planning, life insurance and wealth-building investment guidance. The firm emphasizes client education with market-performance resources, videos and calculators, and appears to implement portfolios primarily with ETFs while custodying assets at Charles Schwab.
Team overview
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Asset Classes
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Investment Themes
Investment Vehicles
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Owner & Executives
ERIC LAMONT MILLER
Chief Executive Officer, President
- CRD
- #4447849
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Marcus Kiel Ford
Financial Professional
- CRD
- #7022204
ANDREW T HAUCH
Vice President
- CRD
- #6064695
Vertex fusion
Vital frontier
- CRD
- #11710
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,417,093,749 | 60.7% |
| Cash | $3,507,278,160 | 39.3% |
| Total | $8,924,371,909 | 100.0% |