Miller, Bruce W. (Portland)

Miller, Bruce W. is an adviser based in Portland. It manages $46 million of regulatory assets for 391 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Oregon and Washington.

Miller, Bruce W provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Miller, Bruce W: assets under management

The assets under management (AUM) of Miller, Bruce W. is $46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Miller, Bruce W. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Miller, Bruce W.

Miller, Bruce W. is owned by Bruce Wayne Miller. Robyn Gail Mitcham joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce Wayne Miller	Owner	1 Jun 2000	75% - 100%	1341345
Robyn Gail Mitcham	Chief compliance officer	1 Jan 2006	Other	2655603
Bruce Wayne Miller	Chief compliance officer	1 Jan 2012	75% - 100%	1341345

Based in Portland

The principal office where Miller, Bruce W. performs its advisory services is located at 9115 Sw Oleson Rd, Portland, OR 97223, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.