A complete list of active advisors currently associated with Miller Financial Services LLC
Warmer can help you find a great advisor at Miller Financial Services LLC or one who fits your needs even better.
Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual and high-net-worth clients, as well as to institutional retirement plans. The firm reports approximately $462.9 million in assets under management for roughly 574 clients and states it serves pension clients including state and local government and municipal plans. Its investment process uses both fundamental and technical analysis and may employ individual stocks, bonds, mutual funds, ETFs, options, and REITs; the firm generally purchases institutional share classes and monitors and rebalances portfolios on an ongoing basis. For retirement-plan clients the firm documents investment policy statements, recommends and monitors plan investment options, and provides participant education and individualized advice while serving in 3(21) or 3(38) fiduciary roles where engaged. Compared with peers, the firm is notable for its combination of relatively large AUM and a high client load per advisor, and for its uncommon client mix that includes state or municipal clients and formal fiduciary plan-management appointments. The brochure also discloses that the firm is licensed as an insurance agency and that a firm principal provides administrative and investment-reporting support to a foundation, creating additional advisory and compensation relationships clients should consider.
To learn more about the advisors currently working at Miller Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Marshall, MI
| 1
| |
Marshall, MI
| 15
| |
Marshall, MI
| 7
|
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