Miller Financial Group, LLC

Miller Financial Group, LLC (CRD# 139249) is a financial advisory firm headquartered in Portland, OR. They manage $57,000,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $285,000
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
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.

OR, WA

Financial Advisors at Miller Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bruce W. Miller
CRD#: 1341345
9115 Sw Oleson Rd, Suite 200, Portland, OR 97223
96
Wealthminder
score

Bruce Miller (CRD# 1341345) is an Investment Advisor Representative working at Miller Financial Group, LLC in Portland, OR and has over 31 years of experience in the finance industry. Bruce 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.

2
Benjamin T. Newell
CRD#: 5787124
9115 Sw Oleson Rd, Suite 200, Portland, OR 97223
93
Wealthminder
score

Benjamin Newell (CRD# 5787124) is an Investment Advisor Representative working at Miller Financial Group, LLC in Portland, OR and has over 6 years of experience in the finance industry.

3
Todd K. Newell
CRD#: 1005622
9115 Sw Oleson Road, Suite 200, Portland, OR 97223
93
Wealthminder
score

Todd Newell (CRD# 1005622) is an Investment Advisor Representative working at Miller Financial Group, LLC in Portland, OR and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.