Investment adviser · CRD 110949
MILLER-GREEN FINANCIAL SERVICES LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Oct 24, 2018
- Regulatory AUM
- $50.2M Form ADV · Item 5.F
- Client accounts
- 66 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 44 | $32,500,000 | 64.7% |
| High-net-worth individuals | 22 | $17,700,000 | 35.3% |
Filing source
Form ADV 1247831 · Oct 24, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 24, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
600 TRAVIS STREET, SUITE 5900HOUSTON, TX, 77002, United States
CRD 110949
Filing source
Form ADV 1247831 · Oct 24, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.