RIA Intel›Advisers›Michigan›MILLER FINANCIAL SERVICES LLC

MILLER FINANCIAL SERVICES LLC

Advisory

N·MARSHALL, MI

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM
$463M
1-Year AUM Growth
0.0%
3-Year CAGR
+13.4%
Employees
3
Assets Under Management
Total AUM$463M
Discretionary AUM$463M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients708
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingApr 27, 2007
Latest FilingJul 28, 2026
🔒 Full AUM trend chart and 24 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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