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- Custodian
- Axos · E*TRADE · Etrade
- Clients
- Retail and Institutional
- Platforms
- North waveTimber capital +more
- Established Date
- 05-21-2018
- Office Locations
- 1
Office Locations
About Millers Financial Group, LLC
Millers Financial Group is a Lancaster County, Pennsylvania-based RIA providing comprehensive financial planning and investment management for business owners and families, with a niche serving parents of adult children with disabilities. The firm helps coordinate planning around Special Needs Trusts, wills, powers of attorney, guardianship, Social Security, and Medical Assistance, and offers ongoing implementation support. Investment management is delivered via ETF-based portfolios, and the practice is built around flexible meeting options (in person or virtual).
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Owner & Executives
MICHAEL RYAN MILLER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4671705
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,344,230 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,344,230 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,344,230
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,478,359,222 | 100.0% |
| Total | $7,478,359,222 | 100.0% |