CRD: 144062
Miller Premier Investment Planning LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-31-2007
- Office Locations
- 1
Office Locations
About Miller Premier Investment Planning LLC
Miller Premier Investment Planning is an independent, fiduciary, fee-only RIA serving Dallas–Fort Worth and beyond, focused on retirees and those nearing retirement, including business owners and executives. The firm builds and monitors tax-efficient retirement and financial plans with portfolio construction and risk-managed asset allocation, using ETFs and mutual funds, and custodying with Charles Schwab.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL PATRICK MILLER
Chief Compliance Officer, Managing Member
- CRD
- #2564483
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,691,948 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,691,948 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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