$246.1M Total AUM
$246.1M Disc. AUM
-- 3Y CAGR
7 Employees
285 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-08-2018
- Office Locations
- 1
Office Locations
384 W Center ST Orem UT
About THE Professional Financial Company LLC
The Professional Financial Company LLC is an Orem, Utah RIA providing retirement planning, tax planning, and ongoing asset management for individuals and business owners. Led by founder W. Bruce Miller (MBA, CFP®, RSSA®), the team builds diversified portfolios that primarily use ETFs and public funds, with some allocation to private/alternative vehicles when appropriate. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$82.0M AVG AUM / ADVISOR
$863.4K AVG AUM / CLIENT
3.3 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
WILLIAM BRUCE MILLER
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #5844796
- Ownership
- Less than 5%
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Showing 1 of 1 owners & executives
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E
Ethan Reeves Gividen
--
- CRD
- #8249225
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L
LUKE MERRELL WONNACOTT
--
- CRD
- #7928579
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,055,621 | $427,923 |
| Non-Discretionary | $0 | -- |
| Total | $246,055,621 | $427,923 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Private Funds:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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