Miller Financial Group, LLC

Miller Financial Group, LLC (CRD# 139249) is a financial advisory firm headquartered in Portland, OR. They manage $70,600,000 in 457 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

9115 Sw Oleson Rd, Suite 200, Portland, OR 97223

http://www.millerfinancial.biz

By the Numbers

Total Assets Under Management

71

MILLION
Total Number of Accounts

457

ACCOUNTS
Average Account Value

$154,486

Compensation Options

A percentage of assets under your management
Hourly charges

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Miller Financial Group, LLC

Showing 1 - 2 of 2 top financial advisors.

Benjamin T. Newell

CRD#: 5787124

9115 Sw Oleson Rd, Suite 200, Portland, OR 97223

Benjamin Newell (CRD# 5787124) is an Investment Advisor Representative working at Miller Financial Group, LLC in Portland, OR and has over 13 years of experience in the finance industry.

Todd K. Newell

CRD#: 1005622

9115 Sw Oleson Road, Suite 200, Portland, OR 97223

Todd Newell (CRD# 1005622) is an Investment Advisor Representative working at Miller Financial Group, LLC in Portland, OR and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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