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| Happy Holidays!! thanks for using AUM13F!! |
| Miller Financial Services LLC
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| CRD # | 143788 |
| SEC # | 801-110021 |
| CIK # | 0002022893 |
| AUM | $411.1 M (2025-03-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 269-781-5129 |
| Address | 1001 W Michigan Ave Marshall, MI 49068 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Eaton Corp Ltd | 5.1 | ||
| Apple Inc | 3.1 | ||
| Amazon Com Inc | 2.6 | ||
| Social Capital Hedosophia Holdings Corp V | 2.3 | ||
| United Parcel Service Inc | 2.3 | ||
| VISA Inc | 1.7 | ||
| iShares Silver Trust | 1.7 | ||
| Kinder Morgan Inc | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| CrowdStrike Holdings Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 640 | 117.8 |
| (b) Individuals (high net worth individuals) | 55 | 128.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 33.9 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 6 | 118.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,898 | 411.1 |
| By Discretionary | ||
| Discretionary | 1,898 | 411.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,898 | 411.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.1 | |
| Total | 1,898 | 411.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022893] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nova R Wealth Inc
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KS | 0.4 |
|
Adirondack Financial Services Corp
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NY | 0.4 |
|
JGHendricks Financial Services LLC
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IL | 0.4 |
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First City Capital Management Inc
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GA | 0.4 |
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Joule Financial LLC
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KY | 0.4 |
|
Adkins Seale Capital Management LLC
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LA | 0.4 |
|
Wealthvalues LLC
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CA | 0.4 |
|
Moseley Investment Management Inc
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|
FL | 0.4 |
|
CRUX Wealth Advisors
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|
CA | 0.4 |
|
Markowski Brothers Holding Corporation
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|
0.4 |