Miller Financial Services, Inc.

Overview

Miller Financial Services, Inc. is an SEC registered investment adviser based in San Juan Capistrano, CA, registered since 2025. It reports $127M in assets under management across 360 accounts, with 3 employees. It has 1 investment adviser representatives.

Reported AUM

$127M

Accounts

360

Average account

$353K

Employees

3

Advisory reps

1

Registered since

2025

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Easton Daniel Miller Owner, President, Chief Compliance Officer CRD 6893606

Advisory reps 1 of 1

• Easton Daniel Miller Insurance Agent · Investment Adviser Rep CRD 6893606

Location

Headquarters

29222 Rancho Viejo Rd Ste 119
San Juan Capistrano, CA 92675

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: millerfinancialservicesinc.com

Every state, with registration dates

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