Kevin
Miller

Trunorth Capital Management, LLC

CRD#4861915
Investment Advisor
in Kalamazoo, MI

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About this Advisor

Kevin Miller is a financial advisor based in Kalamazoo, Michigan, working with Trunorth Capital Management, LLC. Kevin has previously held positions at Plante Moran Financial Advisors and Trunorth Capital Management LLC. Kevin is registered to provide services in Michigan. Currently, Kevin is part of Trunorth Capital Management, LLC, which operates out of Kalamazoo, Michigan. The firm has 1 office and 4 employees. The firm manages assets totaling $415.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and publication of newsletters. The fee structure at Trunorth Capital Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1090 North 10Th Street Suite 210
Kalamazoo, MI 49009

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Trunorth Capital Management, LLC Brokerage Details

Total Assets Under Management

$415,276,666

MI Average: $943,424,332
Total Number of Employees

4

MI Average: 21
Total Number of Accounts

852

MI Average: 1,586
Average Account Size

$487,414

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Kevin Miller Work History

2019 - Present (6 years)

Trunorth Capital Management LLC

2005 - 2019 (14 years)

Plante Moran Financial Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kevin 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 Trunorth Capital Management, LLC

Jean-Claude Morisset
Kalamazoo, MI
Brian Mullally
Kalamazoo, MI
Kristin Bennett
Kalamazoo, MI
Kevin Miller
Kalamazoo, MI

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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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