Miller Financial Management, LLC

Miller Financial Management, LLC (CRD# 119501) is a financial advisory firm headquartered in Muncie, IN. They manage $114,681,928 in 271 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $423,181
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

IN, TX

Financial Advisors at Miller Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Chris A. Miller
CRD#: 4515836
3889 North Wheeling Avenue, Muncie, IN 47304
96
Wealthminder
score

Chris Miller (CRD# 4515836) is an Investment Advisor Representative working at Miller Financial Management, LLC in Muncie, IN and has over 16 years of experience in the finance industry. Chris 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
Andrew K. Miller
CRD#: 5545320
3000 W White River Blvd, Muncie, IN 47304
93
Wealthminder
score

Andrew Miller (CRD# 5545320) is an Investment Advisor Representative working at Miller Financial Management, LLC in Muncie, IN and has over 9 years of experience in the finance industry.

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