Miller Green Financial Services LLC is a related adviser based in Houston. It manages $50.2 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, Florida, and 3 other states.
Miller Green Financial Services provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and consultation services,seminars and educational programs. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Miller Green Financial Services LLC is $50.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and $767.56 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Miller Green Financial Services LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Miller Green Financial Services is individuals with 44 clients and $32.5 million of assets under management. Among the 1 most similar advisory firms, Miller Green Financial Services has the 0th lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $50.2 million for 66 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Miller Green Financial Services doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Miller Green Financial Services LLC performs its advisory services is located at 600 Travis Street, Houston, TX 77002, 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 713-224-3100 or by fax 713-224-1101. The normal business hours are 9:00 am. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at miller-green.com.