MILLER-GREEN FINANCIAL SERVICES LLC
CRD #110949 SEC #801-60054 HOUSTON, TX 713-224-3100
SEC Registered
Total AUM
$50.2M
Discretionary
$50.2M
Employees
6
Clients
1
Accounts
66
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2018 | $50.2M | $50.2M | $0 | 6 | 0 |
| Mar 2018 | $50.2M | $50.2M | $0 | 6 | 0 |
| May 2017 | $48.9M | $48.2M | $672K | 6 | 26 |
| May 2017 | $48.9M | $48.2M | $672K | 6 | 26 |
| Apr 2017 | $48.9M | $48.2M | $672K | 6 | 26 |
| Apr 2017 | $48.9M | $48.2M | $672K | 6 | 26 |
| Mar 2017 | $48.9M | $48.2M | $672K | 6 | 26 |
| Oct 2016 | $165.7M | $110.5M | $55.3M | 5 | 500 |
| Jun 2016 | $407.1M | $388M | $19.1M | 5 | 500 |
| Jun 2016 | $407.1M | $388M | $19.1M | 5 | 500 |
| Mar 2016 | $407.1M | $388M | $19.1M | 3 | 500 |
| Oct 2015 | $467.3M | $440.4M | $26.9M | 3 | 500 |
| Oct 2015 | $467.3M | $440.4M | $26.9M | 3 | 500 |
| Mar 2015 | $467.3M | $440.4M | $26.9M | 3 | 500 |
| Aug 2014 | $503.5M | $471.3M | $32.2M | 3 | 500 |
| Aug 2014 | $503.5M | $471.3M | $32.2M | 3 | 500 |
| May 2014 | $503.5M | $471.3M | $32.2M | 3 | 500 |
| May 2014 | $503.5M | $471.3M | $32.2M | 3 | 500 |
| Mar 2014 | $503.5M | $471.3M | $32.2M | 4 | 500 |
| Mar 2014 | $503.5M | $471.3M | $32.2M | 4 | 500 |
| Mar 2014 | $503.5M | $471.3M | $32.2M | 4 | 500 |
| Apr 2013 | $426.7M | $396.3M | $30.4M | 4 | 500 |
| Mar 2013 | $426.7M | $396.3M | $30.4M | 4 | 500 |
| Jan 2013 | $436.8M | $410.3M | $26.6M | 3 | 500 |
| Aug 2012 | $436.8M | $410.3M | $26.6M | 1 | 500 |
| Apr 2012 | $436.8M | $410.3M | $26.6M | 1 | 500 |
| Mar 2012 | $436.8M | $410.3M | $26.6M | 1 | 500 |
| Jul 2011 | $390.2M | $330M | $60.2M | 5 | -- |
| May 2011 | $390.2M | $330M | $60.2M | 5 | -- |
| May 2011 | $390.2M | $330M | $60.2M | 5 | -- |
| Oct 2010 | $348.9M | $292.3M | $56.6M | 5 | -- |
| Sep 2010 | $348.9M | $292.3M | $56.6M | 5 | -- |
| Sep 2009 | $314.9M | $263.6M | $51.3M | 5 | -- |
| Sep 2008 | $356.2M | $303.5M | $52.7M | 5 | -- |
| Mar 2008 | $356.2M | $303.5M | $52.7M | 5 | -- |
| Jan 2008 | $356.2M | $303.5M | $52.7M | 5 | -- |
| Jan 2007 | $307M | $266.4M | $40.6M | 5 | -- |
| Nov 2006 | $273.6M | $237.9M | $35.7M | 5 | -- |
| Mar 2006 | $444.1M | $403.9M | $40.1M | 5 | -- |
| Mar 2004 | $367.1M | $328.2M | $38.8M | 5 | -- |
| Mar 2002 | $342.2M | $342.2M | $0 | 10 | -- |
| Jul 2001 | $322.9M | $311.9M | $10.9M | 10 | -- |
DateOct 2018
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees6
Clients0
DateMay 2017
Total AUM$48.9M
Discretionary$48.2M
Non-Disc.$672K
Employees6
Clients26
DateMay 2017
Total AUM$48.9M
Discretionary$48.2M
Non-Disc.$672K
Employees6
Clients26
DateApr 2017
Total AUM$48.9M
Discretionary$48.2M
Non-Disc.$672K
Employees6
Clients26
DateApr 2017
Total AUM$48.9M
Discretionary$48.2M
Non-Disc.$672K
Employees6
Clients26
DateMar 2017
Total AUM$48.9M
Discretionary$48.2M
Non-Disc.$672K
Employees6
Clients26
DateOct 2016
Total AUM$165.7M
Discretionary$110.5M
Non-Disc.$55.3M
Employees5
Clients500
DateJun 2016
Total AUM$407.1M
Discretionary$388M
Non-Disc.$19.1M
Employees5
Clients500
DateJun 2016
Total AUM$407.1M
Discretionary$388M
Non-Disc.$19.1M
Employees5
Clients500
DateMar 2016
Total AUM$407.1M
Discretionary$388M
Non-Disc.$19.1M
Employees3
Clients500
DateOct 2015
Total AUM$467.3M
Discretionary$440.4M
Non-Disc.$26.9M
Employees3
Clients500
DateOct 2015
Total AUM$467.3M
Discretionary$440.4M
Non-Disc.$26.9M
Employees3
Clients500
DateMar 2015
Total AUM$467.3M
Discretionary$440.4M
Non-Disc.$26.9M
Employees3
Clients500
DateAug 2014
Total AUM$503.5M
Discretionary$471.3M
Non-Disc.$32.2M
Employees3
Clients500
DateAug 2014
Total AUM$503.5M
Discretionary$471.3M
Non-Disc.$32.2M
Employees3
Clients500
DateMay 2014
Total AUM$503.5M
Discretionary$471.3M
Non-Disc.$32.2M
Employees3
Clients500
DateMay 2014
Total AUM$503.5M
Discretionary$471.3M
Non-Disc.$32.2M
Employees3
Clients500
DateMar 2014
Total AUM$503.5M
Discretionary$471.3M
Non-Disc.$32.2M
Employees4
Clients500
DateMar 2014
Total AUM$503.5M
Discretionary$471.3M
Non-Disc.$32.2M
Employees4
Clients500
DateMar 2014
Total AUM$503.5M
Discretionary$471.3M
Non-Disc.$32.2M
Employees4
Clients500
DateApr 2013
Total AUM$426.7M
Discretionary$396.3M
Non-Disc.$30.4M
Employees4
Clients500
DateMar 2013
Total AUM$426.7M
Discretionary$396.3M
Non-Disc.$30.4M
Employees4
Clients500
DateJan 2013
Total AUM$436.8M
Discretionary$410.3M
Non-Disc.$26.6M
Employees3
Clients500
DateAug 2012
Total AUM$436.8M
Discretionary$410.3M
Non-Disc.$26.6M
Employees1
Clients500
DateApr 2012
Total AUM$436.8M
Discretionary$410.3M
Non-Disc.$26.6M
Employees1
Clients500
DateMar 2012
Total AUM$436.8M
Discretionary$410.3M
Non-Disc.$26.6M
Employees1
Clients500
DateJul 2011
Total AUM$390.2M
Discretionary$330M
Non-Disc.$60.2M
Employees5
Clients--
DateMay 2011
Total AUM$390.2M
Discretionary$330M
Non-Disc.$60.2M
Employees5
Clients--
DateMay 2011
Total AUM$390.2M
Discretionary$330M
Non-Disc.$60.2M
Employees5
Clients--
DateOct 2010
Total AUM$348.9M
Discretionary$292.3M
Non-Disc.$56.6M
Employees5
Clients--
DateSep 2010
Total AUM$348.9M
Discretionary$292.3M
Non-Disc.$56.6M
Employees5
Clients--
DateSep 2009
Total AUM$314.9M
Discretionary$263.6M
Non-Disc.$51.3M
Employees5
Clients--
DateSep 2008
Total AUM$356.2M
Discretionary$303.5M
Non-Disc.$52.7M
Employees5
Clients--
DateMar 2008
Total AUM$356.2M
Discretionary$303.5M
Non-Disc.$52.7M
Employees5
Clients--
DateJan 2008
Total AUM$356.2M
Discretionary$303.5M
Non-Disc.$52.7M
Employees5
Clients--
DateJan 2007
Total AUM$307M
Discretionary$266.4M
Non-Disc.$40.6M
Employees5
Clients--
DateNov 2006
Total AUM$273.6M
Discretionary$237.9M
Non-Disc.$35.7M
Employees5
Clients--
DateMar 2006
Total AUM$444.1M
Discretionary$403.9M
Non-Disc.$40.1M
Employees5
Clients--
DateMar 2004
Total AUM$367.1M
Discretionary$328.2M
Non-Disc.$38.8M
Employees5
Clients--
DateMar 2002
Total AUM$342.2M
Discretionary$342.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2001
Total AUM$322.9M
Discretionary$311.9M
Non-Disc.$10.9M
Employees10
Clients--