Park Miller

EST. AUM
$339,791,289

CONTACTS
2

CLIENT ACCOUNTS
223

Firm Details

Metro area San Francisco
CRD Number 146856
Website parkmiller.com
Client types

Overview

Park Miller is a wealth advisory firm that offers comprehensive financial, investment management, and wealth transfer strategies to affluent families. The firm is dedicated to providing high-quality services that aim to improve clients' quality of life by reducing stress and increasing leisure time through well-defined financial objectives and personal goals. Park Miller emphasizes a client-centered approach, focusing on listening at every stage of their process to tailor unique solutions that align with each client's specific circumstances and concerns. The firm employs a team with over 60 years of combined experience in the financial sector, ensuring that they are well-equipped to handle the complexities and challenges faced by high net worth individuals. Park Miller operates as a Registered Investment Advisor, allowing them to offer advice that is truly independent and tailored to the unique needs of their clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Park Miller

Platform Details

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