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.
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 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.
Miller, Bruce W. is owned by Bruce Wayne Miller. Robyn Gail Mitcham joined the executive team most recently as the Chief Compliance Officer.
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.
You can reach the main office by calling the phone number 503-808-9404 or by fax 503-808-9223. The normal business hours are 9 am - 4 pm on Monday - Friday.