Miller Fleming & Associates is an adviser based in San Francisco. It manages $38 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Miller Fleming & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Miller Fleming & Associates is $38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% 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 Fleming & Associates for their services and products based on a percentage of assets under management and fixed fees. 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.
The principal office where Miller Fleming & Associates performs its advisory services is located at 220 Montgomery St., Ste 1069, San Francisco, CA 94104, 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 415-392-8577 or by fax 415-392-5436. The normal business hours are 7:30a.m-4:30p.m on Monday - Friday.