Indian River Financial Group, Inc.

Indian River Financial Group, Inc. (CRD# 137197) is a financial advisory firm headquartered in Boca Raton, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Indian River Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Paul B. Miller
CRD#: 1759970
7805 NW Beacon Square Blvd., Suite 102, Boca Raton, FL 33487
Paul Miller (CRD# 1759970) is an Investment Advisor Representative working at Indian River Financial Group, Inc. in Boca Raton, FL and has over 14 years of experience in the finance industry. Paul Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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