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Kimberly Sue Miller

WARTHER COMPANIES, LLC·AKRON, Ohio
Unclaimed Profile
1075 WEST MARKET ST., AKRON, OH 44313CRD# 4749366Firm CRD# 125145
01

About

Kimberly Sue Miller is a registered financial advisor based in AKRON, Ohio, affiliated with WARTHER COMPANIES, 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
WARTHER PRIVATE WEALTH, LLC
WARTHER PRIVATE WEALTH
AUM
$262M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WARTHER PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 4749366
Firm CRD# 125145
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Sue Miller offer?
Kimberly Sue Miller specializes in Financial Planning, Investment Management. Contact their office in AKRON, Ohio for a consultation.
What are Kimberly Sue Miller's credentials?
Kimberly Sue Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Sue Miller located?
Kimberly Sue Miller is based in AKRON, Ohio, working with WARTHER COMPANIES, LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Kimberly Sue Miller charge for services?
Kimberly Sue Miller's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WARTHER COMPANIES, LLC?
WARTHER COMPANIES, LLC has approximately 9 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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