Millar Financial

Millar Financial (CRD# 136334) is a financial advisory firm headquartered in Fremont, CA. They manage $96,000,000 in 296 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $324,324
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

CA, TX

Financial Advisors at Millar Financial
Showing 1 - 2 of 2 top financial advisors.
1
Ka Ki K. Leung
CRD#: 5294353
39560 Stevenson Place, #111, Fremont, CA 94539
96
Wealthminder
score

Ka Ki Leung (CRD# 5294353) is an Investment Advisor Representative working at Millar Financial in Fremont, CA and has over 9 years of experience in the finance industry. Ka Ki Leung 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy P. Millar
CRD#: 1635753
39560 Stevenson Place, #111, Fremont, CA 94539
96
Wealthminder
score

Timothy Millar (CRD# 1635753) is an Investment Advisor Representative working at Millar Financial in Fremont, CA and has over 19 years of experience in the finance industry. Timothy Millar 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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