Miller Asset Solutions LLC
Firm details
- Headquarters
- ,
- CRD number
- 155087
- Website
- millerasset.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI76.82%
- Individuals23.18%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Miller Asset Solutions LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, delivering financial planning and discretionary portfolio management tailored to individual and small-business clients. Its billing mix includes percentage-of-AUM fees, fixed fees, and performance-based fees, and the adviser reports no active ESG program. The firm does not position itself as a capital allocator or pension consultant and is not identified as a multi-state or related adviser.
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
- Exchange Traded Equities91%
- Cash & Cash Equivalents9%
Contacts
1 of 1
Sean Miller
President & Portfolio ManagerCRD 2764172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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