Managing Member, Chief Legal Officer · Access Fiduciary Services, LLC
Heath Miller
CRD 7311310 · Named on Form ADV at one SEC-registered adviser
At a glance
Access Fiduciary Services, LLC, an SEC-registered asset manager with $466 million in regulatory assets, lists Heath Miller on its Form ADV as Managing Member, Chief Legal Officer, a control person.
Firms and roles
- Access Fiduciary Services, LLCManaging Member, Chief Legal OfficerAsset manager · United States · $466M in regulatory assets
AtlasMembers
Heath’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael A. HalloranChief Compliance Officer, Managing Member, Access Fiduciary Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Heath’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.