Claim Profile
JM

Jacob Robert Miller

SYSTELLIGENCE, LLC·BLOOMINGTON, Minnesota
Unclaimed Profile
7760 FRANCE AVENUE SOUTH, BLOOMINGTON, MN 55435CRD# 7240242Firm CRD# 283582
01

About

Jacob Robert Miller is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with SYSTELLIGENCE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
SYSTELLIGENCE, LLC
SYSTELLIGENCE, LLC
AUM
$694M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7240242
Firm CRD# 283582
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLOOMINGTON?

Browse all registered financial advisors in BLOOMINGTON, Minnesota or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jacob Robert Miller offer?
Jacob Robert Miller specializes in Investment Management, Fee-Only Advisory. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Jacob Robert Miller's credentials?
Jacob Robert Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Robert Miller located?
Jacob Robert Miller is based in BLOOMINGTON, Minnesota, working with SYSTELLIGENCE, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Jacob Robert Miller charge for services?
Jacob Robert 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 SYSTELLIGENCE, LLC?
SYSTELLIGENCE, LLC has approximately 4 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty