MILLER FINANCIAL SERVICES LLC
CRD #143788 SEC #801-110021 MARSHALL, MI 269-781-5129
SEC Registered
Total AUM
$411.1M
Discretionary
$411.1M
Employees
3
Clients
0
Accounts
1,898
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $411.1M | $411.1M | $0 | 3 | 0 |
| Oct 2024 | $328M | $328M | $0 | 3 | 0 |
| Feb 2024 | $328M | $328M | $0 | 3 | 0 |
| Feb 2023 | $273M | $273M | $0 | 3 | 0 |
| Mar 2022 | $262.2M | $238.8M | $23.4M | 3 | 0 |
| Mar 2021 | $209.1M | $188.4M | $20.7M | 3 | 0 |
| Dec 2020 | $167.1M | $150.4M | $16.7M | 3 | 0 |
| Jun 2020 | $167.1M | $150.4M | $16.7M | 3 | 0 |
| May 2020 | $167.1M | $150.4M | $16.7M | 3 | 0 |
| Mar 2020 | $167.1M | $150.4M | $16.7M | 3 | 0 |
| Feb 2019 | $129.9M | $122.4M | $7.6M | 3 | 0 |
| Mar 2018 | $121.1M | $119.4M | $1.7M | 2 | 0 |
| Feb 2017 | $105.7M | $100.9M | $4.8M | 2 | 300 |
| Feb 2012 | $37.9M | $37.9M | $0 | 1 | 200 |
| Feb 2012 | $37.9M | $37.9M | $0 | 1 | 200 |
| Jul 2010 | $33.2M | $33.2M | $0 | 5 | -- |
| Mar 2010 | $33.2M | $33.2M | $0 | 5 | -- |
| Jan 2010 | $26.5M | $26.5M | $0 | 5 | -- |
| Mar 2009 | $26.5M | $26.5M | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$411.1M
Discretionary$411.1M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$262.2M
Discretionary$238.8M
Non-Disc.$23.4M
Employees3
Clients0
DateMar 2021
Total AUM$209.1M
Discretionary$188.4M
Non-Disc.$20.7M
Employees3
Clients0
DateDec 2020
Total AUM$167.1M
Discretionary$150.4M
Non-Disc.$16.7M
Employees3
Clients0
DateJun 2020
Total AUM$167.1M
Discretionary$150.4M
Non-Disc.$16.7M
Employees3
Clients0
DateMay 2020
Total AUM$167.1M
Discretionary$150.4M
Non-Disc.$16.7M
Employees3
Clients0
DateMar 2020
Total AUM$167.1M
Discretionary$150.4M
Non-Disc.$16.7M
Employees3
Clients0
DateFeb 2019
Total AUM$129.9M
Discretionary$122.4M
Non-Disc.$7.6M
Employees3
Clients0
DateMar 2018
Total AUM$121.1M
Discretionary$119.4M
Non-Disc.$1.7M
Employees2
Clients0
DateFeb 2017
Total AUM$105.7M
Discretionary$100.9M
Non-Disc.$4.8M
Employees2
Clients300
DateFeb 2012
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$37.9M
Discretionary$37.9M
Non-Disc.$0
Employees1
Clients200
DateJul 2010
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--