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Kelly Stolte Miller

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.·MARIETTA, Georgia
Clean recordRESOURCE HORIZONS INVESTMENT ADVISORY, INC.
1350 CHURCH STREET, EXT., N.E., MARIETTA, GA 30060CRD# 1336841Firm CRD# 143384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Stolte Miller · MARIETTA, GA
Registration
CRD #1336841 · RESOURCE HORIZONS INVESTMENT ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelly Stolte Miller is a registered financial advisor based in MARIETTA, Georgia, affiliated with RESOURCE HORIZONS INVESTMENT ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RESOURCE HORIZONS INVESTMENT ADVISORY, INC.
RESOURCE HORIZONS INVESTMENT ADVISORY, INC.
AUM
$149M
Regulatory assets under management
Employees
107
Total firm employees
View all advisors at RESOURCE HORIZONS INVESTMENT ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1336841
Firm CRD# 143384
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Stolte Miller offer?
Kelly Stolte Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Kelly Stolte Miller's credentials?
Kelly Stolte Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Stolte Miller located?
Kelly Stolte Miller is based in MARIETTA, Georgia, working with RESOURCE HORIZONS INVESTMENT ADVISORY, INC.. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Kelly Stolte Miller charge for services?
Kelly Stolte 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 RESOURCE HORIZONS INVESTMENT ADVISORY, INC.?
RESOURCE HORIZONS INVESTMENT ADVISORY, INC. has approximately 107 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

Eileen Marie Fannon
MARIETTA, GA
Ronald Phillip Schutz
MARIETTA, GA
David Keith Miller
MARIETTA, GA

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Research
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