Michael G Miller
Firm details
- Headquarters
- Willoughby, Ohio
- CRD number
- 119944
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Michael G Miller operates as a single-owner limited liability company that provides financial planning and pension-consulting services while also functioning as a registered representative of a broker-dealer and as an insurance broker. The firm bills clients via hourly charges, fixed fees and other fee arrangements rather than relying on asset-based advisory fees. It does not identify itself as a capital allocator or an active ESG investor, and it is not set up as a multi-state adviser.
Assets & Accounts
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
Contacts
1 of 1
Michael Miller
Owner / Financial AdvisorCRD 708334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Willoughby, OH
Lake
Location
Willoughby, OH
Headquartered in Willoughby, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Lake
- Address
- 37850 Euclid Ave
- Time zone
- ET (UTC-5)
- Office locations
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