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Managing Member/president/chief Compliance Officer · Miller Financial Services LLC

Joseph P. Miller

CRD 2820751 · Named on Form ADV at one SEC-registered adviser

At a glance

Miller Financial Services LLC, an SEC-registered wealth manager based in Marshall, MI with $463 million in regulatory assets, lists Joseph P. Miller on its Form ADV as Managing Member/president/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Joseph’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.