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Matthew Harold Miller

STOKER OSTLER WEALTH ADVISORS, INC.·SCOTTSDALE, Arizona
Unclaimed Profile
4900 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 3190163Firm CRD# 111320
01

About

Matthew Harold Miller is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with STOKER OSTLER WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STOKER OSTLER WEALTH ADVISORS, INC.
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
AUM
$2.6B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at STOKER OSTLER WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3190163
Firm CRD# 111320
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Harold Miller offer?
Matthew Harold Miller specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Matthew Harold Miller's credentials?
Matthew Harold Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Harold Miller located?
Matthew Harold Miller is based in SCOTTSDALE, Arizona, working with STOKER OSTLER WEALTH ADVISORS, INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Matthew Harold Miller charge for services?
Matthew Harold Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STOKER OSTLER WEALTH ADVISORS, INC.?
STOKER OSTLER WEALTH ADVISORS, INC. has approximately 26 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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