William
Miller

The Professional Financial Company LLC

CRD#5844796
Investment Advisor
in Pleasant Grove, UT

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About this Advisor

William Miller is a certified financial planner whose office is in Pleasant Grove, Utah. Currently an advisor with The Professional Financial Company LLC, they have accrued 10 years of experience in the financial advisory industry. Miller maintains a Series 65 license, certifying them as an investment advisor representative. Miller is registered to advise customers based out of Utah. Over the course of their career, Miller has held roles at Association Financial Services, Inc, Arista Wealth Management, LLC and Legacy Wealth Management LLC. The Professional Financial Company LLC is based out of Pleasant Grove, Utah. As a company, The Professional Financial Company LLC manages $131 million in assets across 274 accounts and employs four staff members. The level of assets currently under the firm's management places it among the mid-sized investment advisory firms in the country. The firm manages 259 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 16% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. The Professional Financial Company LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based and hourly fees.

Certifications and Registrations

Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

801 S Pleasant Grove Blvd Suite 200
Pleasant Grove, UT 84062

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The Professional Financial Company LLC Brokerage Details

Total Assets Under Management

$131,031,712

UT Average: $693,624,108
Total Number of Employees

4

UT Average: 12
Total Number of Accounts

274

UT Average: 1,115
Average Account Size

$478,218

UT Average: $622,084

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

William Miller Work History

William has 10 years of experience.

2016 - Present (4 years)

Arista Wealth Management, LLC

2015 - Present (5 years)

Legacy Wealth Management LLC

2010 - 2016 (6 years)

Association Financial Services, Inc

Disclosures

William Miller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at The Professional Financial Company LLC

Steven Bettison
Allen, TX
William Miller
Pleasant Grove, UT
Brennon Bowen
Pleasant Grove, UT

This content was compiled from the SEC and FINRA.

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