MILLER PREMIER INVESTMENT PLANNING LLC

MILLER PREMIER INVESTMENT PLANNING LLC is an SEC-registered investment adviser (CRD 144062). Regulatory assets under management: $22.7M.

Registration

• CRD: 144062
• Type: Registered investment adviser
• Phone: 8176808198
• Latest filing: 2026-03-30
• Regulatory AUM: $22.7M
• Discretionary AUM: $22.7M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search