Unclaimed Profile

William Herbert Miller

MILLER VALUE PARTNERS, LLC·SARASOTA, Florida

Series 7, Series 63Clean recordMILLER VALUE PARTNERS, LLC

50 S. LEMON AVE., SARASOTA, FL 34236CRD# 1031710Firm CRD# 110632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Herbert Miller · SARASOTA, FL

Registration

CRD #1031710 · MILLER VALUE PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Herbert Miller is a registered financial advisor based in SARASOTA, Florida, affiliated with MILLER VALUE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MILLER VALUE PARTNERS, LLC

AUM

$238M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MILLER VALUE PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1031710

Firm CRD# 110632

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Frequently Asked Questions

What services does William Herbert Miller offer?

William Herbert Miller specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SARASOTA, Florida for a consultation.

What are William Herbert Miller's credentials?

William Herbert Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Herbert Miller located?

William Herbert Miller is based in SARASOTA, Florida, working with MILLER VALUE PARTNERS, LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does William Herbert Miller charge for services?

William Herbert Miller's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILLER VALUE PARTNERS, LLC?

MILLER VALUE PARTNERS, LLC has approximately 6 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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