Miller Financial Services LLC
Firm details
- Headquarters
- Marshall, Michigan
- CRD number
- 143788
- Registered since
- March 7, 2017
- Custodians
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI39.87%
- State / Municipal Government29.34%
- Individuals23.76%
- Pension & Profit Sharing Plans4.36%
- Corporations / Businesses2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Miller Financial Services LLC is an independent Registered Investment Adviser that began SEC registration in 2017 and is structured as a limited liability company owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Miller Financial Services charges a mix of fees — percentage-of-AUM, hourly, and fixed-fee arrangements — and does not describe itself as an active ESG investor. It is not identified as a capital allocator.
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
- Public Funds/Mutual Funds44%
- Exchange Traded Equities22%
- State & Local Bonds13%
- Cash & Cash Equivalents13%
- Private Funds6%
Contacts
3 of 3Alex White
Investment Advisor RepresentativeCRD 6977467
Joseph Miller
Investment AdvisorCRD 2820751
Isaac Lubbers
Investment Advisor RepresentativeCRD 7937914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$37.3M in ETFs
75%
$27.9M
15%
$9.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $6.5M | 69,200 | 17.56% |
Location
Marshall, MI
Calhoun
Location
Marshall, MI
Headquartered in Marshall, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Calhoun
- Address
- 1001 W Michigan Ave
- Time zone
- ET (UTC-5)
- Office locations
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