Viewpoint Advisory, LLC

Viewpoint Advisory, LLC (CRD# 305164) is a financial advisory firm headquartered in Meridian, ID. They manage $79,031,309 in 170 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1200 N Main Street, #712, Meridian, ID 83680
https://www.viewpointadvisory.com
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $464,890
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, TX, WA

Financial Advisors at Viewpoint Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kim Miller, financial advisor Meridian ID
Kim M. Miller
CRD#: 4488984
Meridian, ID

Kim Miller (CRD# 4488984) is an Investment Advisor Representative working at Viewpoint Advisory, LLC in Meridian, ID and has over 10 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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