Miller Financial Advisors, LLC

Miller Financial Advisors, LLC (CRD# 114375) is a financial advisory firm headquartered in Grand Junction, CO. They manage $23,970,572 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $420,536
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

CO

Financial Advisors at Miller Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James D. Miller
CRD#: 1774424
743 Horizon Court, Suite 205, Grand Junction, CO 81506
86
Wealthminder
score

James Miller (CRD# 1774424) is an Investment Advisor Representative working at Miller Financial Advisors, LLC in Grand Junction, CO and has over 28 years of experience in the finance industry. James 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.

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