MILLER FINANCIAL SERVICES, INC.
MILLER FINANCIAL SERVICES, INC. of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser (CRD 339220). Regulatory assets under management: $127.0M.
Registration
- CRD: 339220
- SEC file number: 801-134912
- Type: Registered investment adviser
- Location: 29222 RANCHO VIEJO RD., STE 119, SAN JUAN CAPISTRANO, CA, 92675
- Phone: 949-218-9419
- Latest filing: 2026-03-06
- Regulatory AUM: $127.0M
- Non-discretionary AUM: $127.0M
- Clients: 3
- Accounts: 360
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Easton Daniel Miller | OWNER, PRESIDENT, CCO | — |
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