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, owner-operated registered investment adviser that began SEC registration in 2017. The firm serves both individual and family clients as well as institutional relationships, and its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include percentage-of-assets, hourly engagements, and fixed-fee arrangements. The firm does not act as a capital allocator and is not identified as an active ESG investor.
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 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
FounderCRD 2820751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$33.4M in ETFs
76%
$25.2M
15%
$8.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $5.5M | 57,845 | 16.52% |
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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