Miller Financial Services LLC
Miller Financial Services LLC is an SEC-registered mass-market adviser in Marshall, MI with $462.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Miller Financial Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143788, SEC 801-110021, data through 2026-03-01.
- AUM (assets under management / regulatory AUM)
- $462.9M (2026-03-01)
- Firm type
- Mass-Market Adviser
- Location
- Marshall, MI
- Employees
- 3
- Clients
- 584
- CRD
- 143788
- Ownership
- MILLER, JOSEPH, PATRICK
How much AUM does Miller Financial Services LLC have?
Miller Financial Services LLC reported $462.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-01).
Who owns Miller Financial Services LLC?
Disclosed owners and executives of Miller Financial Services LLC include MILLER, JOSEPH, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.