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MILLER FINANCIAL SERVICES, INC.
CRD 339220 · SEC 801-134912
29222 RANCHO VIEJO RD., STE 119, SAN JUAN CAPISTRANO, CA, 92675, United States
Phone
949-218-9419
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.0M
Discretionary AUM
$0
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $127.0M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD