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| Miller Financial Services LLC
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| CRD # | 143788 |
| SEC # | 801-110021 |
| CIK # | 0002022893 |
| AUM | 462.9 M (2026-03-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 269-781-5129 |
| Address | 1001 W Michigan Ave Marshall, MI 49068 |
| 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) | 508 | 110.0 |
| (b) Individuals (high net worth individuals) | 66 | 184.6 |
| (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 | 4 | 20.2 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 6 | 135.8 |
| (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 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,358 | 462.9 |
| By Discretionary | ||
| Discretionary | 1,358 | 462.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,358 | 462.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 462.9 | |
| Total | 1,358 | 462.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022893] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Colonial River Investments LLC
✚
|
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|
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✚
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462.8 M | |
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Tidemark LLC
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|
Adirondack Financial Services Corp
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|
Gainplan LLC
✚
|
MI | 461.6 M |