Miller Financial Services LLC
Firm details
- Headquarters
- Marshall, Michigan
- CRD number
- 143788
- Registered since
- March 7, 2017
- Custodians
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI39.87%
- State / Municipal Government29.34%
- Individuals23.76%
- Pension & Profit Sharing Plans4.36%
- Corporations / Businesses2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Miller Financial Services LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2017. The firm is owned by an individual and serves both individual/family and institutional clients. Core services emphasize comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based (percentage of AUM), hourly, and fixed-fee options. The firm does not self-identify as an active ESG investor and is not listed as a multistate adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds44%
- Exchange Traded Equities22%
- State & Local Bonds13%
- Cash & Cash Equivalents13%
- Private Funds6%
Contacts
3 of 3Alex White
Investment Advisor RepresentativeCRD 6977467
Joseph Miller
Investment AdvisorCRD 2820751
Isaac Lubbers
Investment Advisor RepresentativeCRD 7937914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$74.5M in ETFs
75%
$55.8M
15%
$18.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $6.5M | 69,200 | 8.78% |
Location
Marshall, MI
Calhoun
Location
Marshall, MI
Headquartered in Marshall, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Calhoun
- Address
- 1001 W Michigan Ave
- Time zone
- ET (UTC-5)
- Office locations
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