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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-30-2012
- Office Locations
- 1
Office Locations
About Miller Financial Group, LLC
Miller Financial Group, LLC is an independent, fee-only fiduciary RIA providing holistic financial planning and investment management. The firm works with individuals and families, as well as businesses and nonprofits, aligning portfolios to a regularly reviewed plan and risk tolerance. Services include tax, retirement and estate planning. Client assets are primarily custodied at Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
BENJAMIN TODD NEWELL
Investment Advisor Representative, Owner
- CRD
- #5787124
- Ownership
- 50% but less than 75%
TODD KENTON NEWELL
Chief Compliance Officer, Investment Advisor Representative, Owner
- CRD
- #1005622
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,833,569 | $112,532 |
| Non-Discretionary | $0 | -- |
| Total | $82,833,569 | $112,532 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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