MICHAEL G. MILLER & ASSOCIATES, L.L.C.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
WILLOUGHBY, Ohio
CRD number
119944
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

Michael G. Miller & Associates, L.L.C. operates as a limited liability company specializing in financial planning and pension consulting services. The firm is registered as a representative of a broker-dealer and also functions as an insurance broker. While the firm does not actively engage in ESG investing, it offers a variety of fee structures including hourly charges and fixed fees. The firm does not classify itself as a capital allocator or a pension consultant and has not formed any related advisory entities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MICHAEL MILLER

    Owner / Financial AdvisorCRD 708334

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WILLOUGHBY, OH

LAKE

Location

WILLOUGHBY, OH

Headquartered in WILLOUGHBY, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
LAKE
Address
37850 Euclid Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth