RIA Intel›Advisers›Louisiana›FRED MAHER MILLER JR.

FRED MAHER MILLER JR.

Advisory

LA

Data as of Mar 25, 2025 · Source: SEC Form ADV

Average account
$208K
across 3 accounts
AUM per adviser
$625K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2025.

Total AUM
$625K
Discretionary %
100%
Clients
3
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$625K
Discretionary AUM$625K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InLA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

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GLOBAL FINANCIAL INC.
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MORT KELLY FINANCIAL SERVICES, LLC
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ZION CAPITAL LLC
$1M
DAVID HUFF LLC
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$2M

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