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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HarborBridge quantum
- Established Date
- 12-10-2010
- Office Locations
- 1
Office Locations
About Miller Asset Solutions LLC
Miller Asset Solutions LLC is an owner-led RIA in Charlottesville, VA run by portfolio manager Sean Andrew Miller. The firm provides investment planning, portfolio construction, and asset management for entrepreneurs and other high-net-worth clients (including qualified purchasers), with an asset-allocation and risk-management focus. Portfolios are implemented primarily with ETFs and are custodied at Charles Schwab, reflecting a preference for simple, non-complex strategies.
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Owner & Executives
SEAN ANDREW MILLER
Portfolio Manager, President
- CRD
- #2764172
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,102,632 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,102,632 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,102,632
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,575,013,808 | 50.3% |
| Cash | $3,532,369,509 | 49.7% |
| Total | $7,107,383,317 | 100.0% |