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| Miller Financial Services Inc
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|
|---|---|
| CRD # | 339220 |
| SEC # | 801-134912 |
| CIK # | 0002022893 |
| AUM | $127.0 M (2026-03-06) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 949-218-9419 |
| Address | 29222 Rancho Viejo Rd San Juan Capistrano, CA 92675 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002022893 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.4 | ||
| Amazon Com Inc | 2.7 | ||
| United Parcel Service Inc | 2.7 | ||
| Eaton Corp Ltd | 2.3 | ||
| Social Capital Hedosophia Holdings Corp V | 1.8 | ||
| PepsiCo Inc | 1.6 | ||
| Kinder Morgan Inc | 1.6 | ||
| Conagra Foods Inc /DE/ | 1.6 | ||
| CrowdStrike Holdings Inc | 1.3 | ||
| Cloudflare Inc | 1.3 | ||
| Visa Inc | 1.3 | ||
| CAVA Group Inc | 1.2 | ||
| Bristol Myers Squibb Co | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Verizon Communications Inc | 1.1 | ||
| iShares Silver Trust | 1.1 | ||
| Paypal Holdings Inc | 1.1 | ||
| Uber Technologies Inc | 1.1 | ||
| Microsoft Corp | 1.0 | ||
| Dominion Resources Inc /VA/ | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 127.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 127.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 360 | 127.0 |
| Total | 360 | 127.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.0 | |
| Total | 360 | 127.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022893] |
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|---|---|---|
|
Cardinal Retirement Planning Inc
✚
|
0.1 | |
|
Luminescent Wealth Management Inc
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|
AZ | 0.1 |
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2 Knights Wealth Management LLC
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|
AXIM Wealth Management LLC
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|
Wright Wealth Strategies LLC
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|
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|
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|
Sage Wealth Planning LLC
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|
TX | 0.1 |
|
ADVR Inc
✚
|
SC | 0.1 |
|
Shadowridge Asset Management LLC
✚
|
TX | 0.1 |