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 registered investment adviser organized as an LLC and operating since 2017. The firm serves both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. Miller Financial Services is not listed as a capital allocator or an active ESG investor, and it operates under an owner-type classified as individual.
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
Isaac Lubbers
Investment Advisor RepresentativeCRD 7937914
Joseph Miller
Investment AdvisorCRD 2820751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$37.3M in ETFs
75%
$27.9M
15%
$9.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $6.5M | 69,200 | 17.56% |
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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