AdvisorOS Directory
Claim Profile
Unclaimed Profile
KM

Kathleen Ann Miller

MILLER ADVISORS INC·KIRKLAND, Washington
Clean recordMILLER ADVISORS INC
11 TENTH AVENUE, KIRKLAND, WA 98033CRD# 1019357Firm CRD# 106603

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Ann Miller · KIRKLAND, WA
Registration
CRD #1019357 · MILLER ADVISORS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathleen Ann Miller is a registered financial advisor based in KIRKLAND, Washington, affiliated with MILLER ADVISORS INC. 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
Introduction

Speak with Kathleen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathleen is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MILLER ADVISORS INC
MILLER ADVISORS, INC.
AUM
$205M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MILLER ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NON-VARIABLE LIFE INSURANCE AND LONG TERM CARE INSURANCE
Regulatory
SEC/IARD CRD# 1019357
Firm CRD# 106603
View on FINRA BrokerCheck →

Looking for a financial advisor in KIRKLAND?

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

Browse KIRKLAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kathleen Ann Miller offer?
Kathleen Ann Miller specializes in Financial Planning, Investment Management. Contact their office in KIRKLAND, Washington for a consultation.
What are Kathleen Ann Miller's credentials?
Kathleen Ann Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Ann Miller located?
Kathleen Ann Miller is based in KIRKLAND, Washington, working with MILLER ADVISORS INC. Their office serves clients in the KIRKLAND metropolitan area and surrounding communities.
How does Kathleen Ann Miller charge for services?
Kathleen Ann Miller's firm is compensated through percentage of aum, hourly charges, subscription fees, other: non-variable life insurance and long term care insurance. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLER ADVISORS INC?
MILLER ADVISORS INC has approximately 6 employees and manages $205M 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 →

Other Advisors at MILLER ADVISORS INC

Nicole Miller Pioli
KIRKLAND, WA

More Advisors in KIRKLAND, Washington

Fariba (nmn) Ronnasi
ELITE WEALTH MANAGEMENT, INC.·KIRKLAND, WA
John Edward Buller
SOUNDMARK WEALTH MANAGEMENT, LLC·KIRKLAND, WA
Patrick Lee Sizemore
STRATEGIC WEALTH MANAGEMENT INC·KIRKLAND, WA
Ali Reza Memaran-Dadgar
LATTICE CAPITAL MANAGEMENT LLC·KIRKLAND, WA
David Mitchell William Harvey
HOT CREEK CAPITAL, L.L.C.·KIRKLAND, WA
Michael Lawrence Thayer
PRIVATE ASSET MANAGEMENT INC·KIRKLAND, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)GIG HARBOR (40)REDMOND (38)MERCER ISLAND (31)EDMONDS (24)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile