The Miller Financial Group, Inc. (Portage)

Name: The Miller Financial Group, Inc.
Address: 3050 Old Centre Avenue, Portage, MI, 49024 4882
Telephone: 269-324-1988

The Miller Financial Group, Inc. is a large advisory firm based in Portage. It manages $358.95 million of regulatory assets for 1,586 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 5 other states.

The Miller Financial Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Miller Financial Group: assets under management

The assets under management (AUM) of The Miller Financial Group, Inc. is $358.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $358.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $226.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Miller Financial Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Miller Financial Group, Inc.

John Anthony Wolfe has been acting as President since 1 Jan 1993. Janice Black Campbell joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Anthony Wolfe	President	1 Jan 1993	Other	1218558
Garland J Miller	Chairman emeritus	1 Sep 2000	Other	2107672
Diane Kay Wolfe	Chairman & ceo	1 Sep 2000	Other	1378335
Kevin Dean Haverdink	Vice president	1 Sep 2000	Other	2832505
Janice Black Campbell	Chief compliance officer	1 Jan 2007	Other	2365784

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Garland Jacob Miller	Shareholder	1 Apr 1992	25% - 50%	xxx-xx-xxxx
John Anthony Wolfe	Shareholder	1 Apr 1992	25% - 50%	xxx-xx-xxxx
Diane Kay Wolfe	Shareholder	1 Apr 1992	25% - 50%	xxx-xx-xxxx

Based in Portage

The principal office where The Miller Financial Group, Inc. performs its advisory services is located at 3050 Old Centre Avenue, Portage, MI 49024 4882, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 269-324-1988 or by fax 269-324-1970. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.3050oldcentre.com/miller_financial_group.htm.