Michael G Miller

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Willoughby, Ohio
CRD number
119944
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Michael Miller

    Michael Miller

    Owner / Financial AdvisorCRD 708334

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth