R
$8.4M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
86 ADV. Clients
14 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2011
- Office Locations
- 1
Office Locations
2794 Maple AVE Zanesville OH
About Richard Miller Financial Services, LLC
Richard Miller Financial Services, LLC is a Zanesville-based RIA. The firm has been operating for 14 years. Managing $8.4M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo.
Team overview
55 AVG AGE
$8.4M AVG AUM / ADVISOR
$97.4K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD ROY MILLER
Chief Compliance Officer, President, Registered Representative
- CRD
- #4275076
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,379,484 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,379,484 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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