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Joseph Patrick Miller

MILLER FINANCIAL SERVICES LLC·MARSHALL, Michigan
Unclaimed Profile
1001 W MICHIGAN AVE, MARSHALL, MI 49068CRD# 2820751Firm CRD# 143788
01

About

Joseph Patrick Miller is a registered financial advisor based in MARSHALL, Michigan, affiliated with MILLER FINANCIAL SERVICES LLC. 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
03

Firm Overview

Firm
MILLER FINANCIAL SERVICES LLC
MILLER FINANCIAL SERVICES LLC
AUM
$328M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MILLER FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2820751
Firm CRD# 143788
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Patrick Miller offer?
Joseph Patrick Miller specializes in Financial Planning, Investment Management. Contact their office in MARSHALL, Michigan for a consultation.
What are Joseph Patrick Miller's credentials?
Joseph Patrick Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Patrick Miller located?
Joseph Patrick Miller is based in MARSHALL, Michigan, working with MILLER FINANCIAL SERVICES LLC. Their office serves clients in the MARSHALL metropolitan area and surrounding communities.
How does Joseph Patrick Miller charge for services?
Joseph Patrick 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 MILLER FINANCIAL SERVICES LLC?
MILLER FINANCIAL SERVICES LLC has approximately 3 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
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