Michael
Miller

Corundum Group, Inc

CRD#6111933
Investment Advisor
in Denver, CO

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About this Advisor

Michael Miller is a certified financial planner working out of Denver, Colorado, who has 3 years of industry experience. Miller is currently employed by Corundum Group, Inc. Throughout their career, Miller has worked at Bokf, Na, Corundum Group, Inc and Bok Financial Securities, Inc. Miller can advise clients in Colorado. Corundum Group, Inc is an advisory firm headquartered in Colorado Springs, CO. The investment advisory business has a total of 13 financial advisors. It has $1 billion in assets under management between its 531 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to nine charities and foundations. Of its 531 client accounts, 41% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fee schedules depend on the services. Fee types billed by Corundum Group, Inc may include asset-based, fixed and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

4582 S. Ulster St., Suite 150
Denver, CO 80237

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Corundum Group, Inc Brokerage Details

Total Assets Under Management

$1,298,984,013

CO Average: $2,349,664,866
Total Number of Employees

13

CO Average: 28
Total Number of Accounts

531

CO Average: 1,101
Average Account Size

$2,446,298

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Michael Miller Work History

Michael has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Corundum Group, Inc

2012 - 2020 (8 years)

Bok Financial Securities, Inc

2003 - 2020 (17 years)

Bokf, Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Corundum Group, Inc

Courtney Mimmo
Colorado Springs, CO
Jill Johnson
Colorado Springs, CO
Melissa Starr
Colorado Springs, CO
Michael Miller
Denver, CO
Justin Leveille
Colorado Springs, CO
Ronald Johnson
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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