Miller, Michael Jon (San Diego)

Name: Miller, Michael Jon
Address: 11717 Bernardo Plaza Court, San Diego, CA, 92128
Telephone: 858-451-8900

Miller, Michael Jon is a related adviser based in San Diego. It manages $4 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Miller, Michael Jon provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Miller, Michael Jon: assets under management

The assets under management (AUM) of Miller, Michael Jon is $4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $285.71 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Miller, Michael Jon for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Miller, Michael Jon performs its advisory services is located at 11717 Bernardo Plaza Court, San Diego, CA 92128, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-451-8900 or by fax 858-451-9600. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at mmiller@rbfin.com.

Miller, Michael Jon (San Diego)

Miller, Michael Jon: assets under management

Fees & Commissions

Based in San Diego

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