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MILLER PRIVATE WEALTH LLC
MILLER PRIVATE WEALTH LLC
OKLAHOMA CITY, Oklahoma
·
1 registered advisor
·
CRD# 304853
SEC# 801-117216
1
405-470-0359
01
Firm Overview
AUM
$183M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at MILLER PRIVATE WEALTH LLC
1 registered advisor
Tracy Ann Miller
OKLAHOMA CITY, Oklahoma
CRD# 2398923
05
Office Locations
OKLAHOMA CITY, Oklahoma
1 advisor
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Data sourced from SEC Form ADV filings. MILLER PRIVATE WEALTH LLC (CRD# 304853) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.