MILLERS FINANCIAL GROUP, LLC

Overview

Millers Financial Group, LLC is a small, privately held advisory firm organized as an LLC that serves individual, family and institutional clients. The firm operates on a fee‑based model (percentage of assets under management) and also conducts business as a registered representative of a broker‑dealer and as an insurance broker. Stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. The firm is not identified as an active ESG investor and is not described as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices