other names
Park Miller is a wealth management firm providing advisory services in financial planning and management consulting solutions.

Adviser Profile

As of Date 06/25/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 3
Registration SEC, Approved, 04/18/2008
AUM* 254,232,391 10.20%
of that, discretionary 254,231,810 10.20%
Private Fund GAV* 1,484,585
Avg Account Size 1,345,145 16.03%
% High Net Worth 46.67% -6.67%
SMA’s Yes
Private Funds 1
Contact Info 925 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

Compensation Arrangments

Reported AUM

Discretionary
Non-discretionary
257M 220M 183M 147M 110M 73M 37M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$1,484,585

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Brochure Summary