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Holly Bullock Miller

SAND CREEK CAPITAL, LLC·REXBURG, Idaho
Unclaimed Profile
234 E 1ST N, REXBURG, ID 83440CRD# 7210615Firm CRD# 326719
01

About

Holly Bullock Miller is a registered financial advisor based in REXBURG, Idaho, affiliated with SAND CREEK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SAND CREEK CAPITAL, LLC
CORDINGLEY & PARKINSON WEALTH MANAGEMENT
AUM
$130M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SAND CREEK CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7210615
Firm CRD# 326719
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Holly Bullock Miller offer?
Holly Bullock Miller specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in REXBURG, Idaho for a consultation.
What are Holly Bullock Miller's credentials?
Holly Bullock Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holly Bullock Miller located?
Holly Bullock Miller is based in REXBURG, Idaho, working with SAND CREEK CAPITAL, LLC. Their office serves clients in the REXBURG metropolitan area and surrounding communities.
How does Holly Bullock Miller charge for services?
Holly Bullock Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAND CREEK CAPITAL, LLC?
SAND CREEK CAPITAL, LLC has approximately 5 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in REXBURG
Robert Garry Parkinson — SAND CREEK CAPITAL, LLC
Nearby cities in Idaho
BOISE (123)EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)
City Guides
BOISE GuideEAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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