Miller Capital Management, Inc.
Miller Capital Management, Inc. (CRD# 115475) is a financial advisory firm headquartered in Bethesda, MD. They manage $34,710,694 in 43 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts43ACCOUNTS
Average Account Value$807,225
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lee Miller (CRD# 2556241) is an Investment Advisor Representative working at Miller Capital Management, Inc. in Bethesda, MD and has over 23 years of experience in the finance industry. Lee 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 put clients' interests first and comply with the Financial Planning Practice Standards.