Walnut Creek, CA Office

Park, Miller, LLC provides discretionary portfolio management and optional stand‑alone financial planning and consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm conducts periodic monitoring and account reviews and typically implements client mandates through custodial arrangements with recommended custodians.

Investment implementation is centered on mutual funds, ETFs, bond funds and, when appropriate, allocations to unaffiliated independent managers, using longer‑term, short‑term and trading strategies and occasional covered‑call writing. For qualified investors the firm performs due diligence on unaffiliated private investments and may recommend private debt or private funds on a non‑discretionary basis, generally treating those holdings as part of assets under management.

Compared with many peers, the firm is notable for operating from five offices while remaining a small advisory team and for its role as adviser and general partner to an affiliated private equity fund that is closed to new investors and entitled to performance‑based compensation. Park, Miller discloses that the affiliated fund typically receives priority for limited investment opportunities, relies on sponsor‑provided valuations for private assets, and uses the audit‑exception for custody of the pooled vehicle, factors that introduce additional conflicts and operational considerations it discloses to clients.