MILLER FINANCIAL SERVICES LLC

MILLER FINANCIAL SERVICES LLC of MARSHALL, MI is an SEC-registered investment adviser (CRD 143788). Regulatory assets under management: $462.9M.

Registration

• CRD: 143788
• SEC file number: 801-110021
• Type: Registered investment adviser
• Location: 1001 W MICHIGAN AVE, MARSHALL, MI, 49068
• Phone: 269-781-5129
• Latest filing: 2026-07-28
• Regulatory AUM: $462.9M
• Discretionary AUM: $462.9M
• Clients: 3
• Accounts: 1,358

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143788 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search