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MILLERGROUP INVESTMENTS LLC
CRD 166210
800 E. LANCASTER AVE, DROSDICK HALL 220, VILLANOVA, PA, 19085, United States
Phone
610-322-2904
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.3M
Discretionary AUM
$25.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)CORPORATE FINANCIAL PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.0M |
| High net worth individuals | 10 | $21.3M |
All web addresses on file
Official SEC filing: View on IAPD