Millers Financial Group, LLC

Overview

Millers Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and provides fee-based portfolio management (charged as a percentage of assets under management) along with pension consulting services. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, which can expand product access beyond discretionary advisory portfolios. Millers Financial Group is not an active ESG investor and is not structured as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives