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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-15-2019
- Office Locations
- 1
Office Locations
About Viewpoint Advisory, LLC
Viewpoint Advisory, LLC is a fee-only fiduciary RIA providing integrated investment management and comprehensive financial planning focused on retirement outcomes. Portfolios are built around client goals with risk, inflation, longevity, and healthcare costs in mind, with tax-wise strategies embedded (e.g., harvesting, Roth conversions, charitable giving). The firm also advises on Social Security, pensions/401(k) income, Medicare, and long-term care planning, led by AIF® Kim Miller, MBA with 14 years insurance experience.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KIM MAUREEN MILLER
Chief Compliance Officer, Managing Member
- CRD
- #4488984
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,313,912 | $346,541 |
| Non-Discretionary | $0 | -- |
| Total | $103,313,912 | $346,541 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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