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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Alpha
- Established Date
- 04-18-2008
- Office Locations
- 2
Office Locations
About Park, Miller, LLC
Park, Miller, LLC is a Walnut Creek, CA wealth advisory firm serving high net worth individuals and families with comprehensive planning, investment management, and wealth transfer strategies. The team cites 100+ years of collective experience and uses Fidelity/NFS custody. Portfolios make notable use of ETFs and pooled vehicles alongside fixed income and private credit.
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Owner & Executives
JOHN MICALLY MILLER
Certified Financial Planner
- CRD
- #4360290
- Ownership
- 50% but less than 75%
STUART JAMES PARK
Chief Compliance Officer, Managing Member, Principal
- CRD
- #1486997
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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EROL KENAN GOKBORA
Financial Planner
- CRD
- #1310023
JOHN MICALLY MILLER
Certified Financial Planner
- CRD
- #4360290
Meridian timber
Optima oak
- CRD
- #46144
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $339,790,834 | $1,558,674 |
| Non-Discretionary | $455 | $91 |
| Total | $339,791,289 | $1,523,728 |
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Separately Managed Accounts
Total SMA Asset: $339,791,289
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $874,996,618 | 24.8% |
| Private Funds | $405,744,399 | 11.5% |
| Public Funds | $204,636,306 | 5.8% |
| Equity - OTC | $867,940,193 | 24.6% |
| U.S. Government/Agency | $222,277,367 | 6.3% |
| Cash | $441,026,521 | 12.5% |
| Corporate - Non-Investment Grade | $511,590,764 | 14.5% |
| Total | $3,528,212,168 | 100.0% |