$26.1M Total AUM
$26.1M Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2018
- Office Locations
- 1
Office Locations
2545 N Opdyke RD, Suite 101 Auburn Hills MI
About NEW View Financial, LLC
New View Financial, LLC is a Michigan-based, retail-focused RIA led by owner-advisor Michael David Miley. The firm provides financial planning, portfolio construction, and insurance guidance, using an active, asset-allocation approach that leans heavily on ETFs alongside cash and mutual funds, with stated interest in cryptocurrency. Primary custodian: Charles Schwab.
Team overview
-- AVG AGE
$26.1M AVG AUM / ADVISOR
$265.9K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Investment Themes
Horizon Vertex atlas
Investment Vehicles
Momentum
Services
Momentum harbor Oak focus
Owner & Executives
MICHAEL DAVID MILEY
Financial Advisor, General Partner, Owner
- CRD
- #2066547
- Ownership
- 75% or more
(574) 917-4368
legacy.focus@vertexcapital.com
in linkedin.com/in/matrix-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,055,766 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,055,766 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,055,766
Equity - Exchange:
14.2% Cash:
22.4% Public Funds:
52.7% Other:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,187,478,709 | 14.2% |
| Cash | $1,873,205,852 | 22.4% |
| Public Funds | $4,407,051,267 | 52.7% |
| Other | $894,790,295 | 10.7% |
| Total | $8,362,526,123 | 100.0% |