CRD: 143788
Miller Financial Services LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2010
- Office Locations
- 2
Office Locations
About Miller Financial Services LLC
Miller Financial Services is an SEC-registered RIA providing comprehensive planning for individuals and businesses across retirement and investment advice, tax and estate planning, and insurance and employee benefits (including health insurance and company retirement plans). The firm also advises higher-education retirement plans as a 3(21) or 3(38) fiduciary, creating IPS and supporting plan design, enrollment, education, and individually managed participant accounts, with TIAA and Fidelity relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH PATRICK MILLER
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #2820751
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Isaac Lubbers
--
- CRD
- #7937914
Alex George White
Investment Advisor Representative
- CRD
- #6977467
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $462,860,424 | $340,840 |
| Non-Discretionary | $0 | -- |
| Total | $462,860,424 | $340,840 |
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Separately Managed Accounts
Total SMA Asset: $462,860,424
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $48,409,667 | 10.3% |
| Equity - Exchange | $48,879,663 | 10.4% |
| Cash | $72,849,498 | 15.5% |
| Municipal Bonds | $66,739,540 | 14.2% |
| Private Funds | $81,309,440 | 17.3% |
| Corporate - Investment Grade | $86,949,401 | 18.5% |
| Other | $64,859,555 | 13.8% |
| Total | $469,996,764 | 100.0% |