Miller Financial Services LLC
● SEC registered since 2017CRD 143788SEC# 801-110021Marshall, MI
Reg. AUM
$462.9M
Employees
3
Accounts
1,358
Location
Marshall, MI
Miller Financial Services LLC assets under management
Miller Financial Services LLC is an SEC-registered investment adviser based in Marshall, MI. The firm has been registered since 2017. It reports $462.9 million in regulatory assets under management and employs 3 people.
Miller Financial Services LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Patrick Miller Control | Managing Member/President/Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Miller Financial Services LLC manage?
Miller Financial Services LLC reports $462.9 million in regulatory assets under management on its Form ADV.
How many employees does Miller Financial Services LLC have?
Miller Financial Services LLC reports 3 employees.
Where is Miller Financial Services LLC located?
Miller Financial Services LLC is based in Marshall, MI and has been SEC-registered since 2017.
Does Miller Financial Services LLC disclose fund performance?
Miller Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 W Michigan Ave, Marshall, MI 49068 |
| Phone | 269-781-5129 |
| Fax | 269-781-9040 |
| Office hours | 8:30 - 4:30 Est |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$462.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$462.9Mregulatory AUM
Discretionary $462.9M