Miller Financial Services LLC

$462.9MAssets under management
as of Sep 2026 · SEC Form ADV
Marshall, MI
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No one at Miller Financial Services LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $112M held · filed Oct 2024
Fidelity
Per Form ADV · $88M held · filed Oct 2024
TIAA-Cref Individual & Institutional Services, LLC
Per Form ADV · $43M held · filed Oct 2024