Mark
Miller
Miller Capital
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About this Advisor
Mark Miller is a chartered financial analyst operating out of Troy, Michigan with a total of 13 years of relevant experience. Miller is currently employed by Miller Capital. They have spent their complete time as a financial advisor at Miller Capital. Miller holds a Series 63 license, which qualifies them as a securities agent, and is able to operate in Michigan. Miller Capital is a registered investment company that has its headquarters in Troy, MI. It administers $191 million in total assets between its 173 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 173 accounts, 67% are associated with high-net-worth individuals who have more than $1 million in assets. Miller Capital performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules usually depend on the type of services provided. Fees billed by Miller Capital may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Miller Capital Brokerage Details
$190,997,206
4
173
$1,104,030
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Mark Miller Work History
Mark has been registered as a financial advisor for 13 years.*
Miller Capital
*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 Mark 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 Miller Capital
Troy, MI
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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