MILIEU PERSONAL FINANCE LLC

MILIEU PERSONAL FINANCE LLC is an SEC-registered investment adviser (CRD 331723). Regulatory assets under management: $387K.

Registration

• CRD: 331723
• Type: Registered investment adviser
• Phone: 734-945-4434
• Latest filing: 2026-03-25
• Regulatory AUM: $387K
• Discretionary AUM: $387K
• Clients: 1
• Accounts: 2

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331723 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search