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Est. 2026The front page of wealth managementNew York

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Trustee · The Professional Financial Company LLC

Mary G. Miller

CRD 6947569 · Named on Form ADV at one SEC-registered adviser

At a glance

The Professional Financial Company LLC, an SEC-registered wealth manager based in Orem, UT with $246 million in regulatory assets, lists Mary G. Miller on its Form ADV as Trustee, a control person.

Firms and roles

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Mary’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.

Colleagues named on the same filings

  • William B. MillerPrincipal & Chief Compliance Officer, The Professional Financial Company LLC

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