Miller Financial Group, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 139249
- Website
- www.millerfinancial.biz
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals61.7%
- HNWI38.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Miller Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management tailored to individuals and small businesses. Its client billing combines an asset-based fee and hourly charges. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
Contacts
2 of 2
Benjamin Newell
Investment Advisor RepresentativeCRD 5787124
Todd Newell
Investment Advisor RepresentativeCRD 1005622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 9115 Sw Oleson Rd
- Time zone
- PT (UTC-8)
- Office locations
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