RIA Intel›Advisers›Oregon›MILLER, BRUCE W.

MILLER, BRUCE W.

SEC RegisteredAdvisory

PORTLAND, OR

Data as of Oct 2, 2012 · Source: SEC Form ADV

Rank in OR
#253
of 305 advisers by AUM
AUM change, 1 year
+4.5%
43rd percentile in OR
AUM CAGR, 3 year
+16.4%
compound annual growth
Average account
$118K
across 391 accounts
Filing history
15
filings since 2006

Source: SEC Form ADV. Figures as filed Oct 2, 2012.

Total AUM
$46M
1-Year AUM Growth
+4.5%
3-Year CAGR
+16.4%
Employees
0
Assets Under Management
Total AUM$46M
Discretionary AUM$46M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingJan 11, 2006
Latest FilingOct 2, 2012
Full AUM trend chart and 15 historical filings spanning 6+ years
Included with Pro →
Registration
SEC RegisteredYes
Exempt ReportingNo
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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$47M
0.0% 1Y
GRATKE WEALTH, LLC
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