Park, Miller, LLC

Park, Miller, LLC is a registered investment adviser established in 2008 and based in Walnut Creek, CA. The firm, owned by Stuart Park and John Miller, offers discretionary investment advisory services tailored to individual client needs. Clients enter into an Investment Advisory Agreement to set terms, with fees based on a percentage of assets under management. Financial planning and consulting services are available separately. The firm may recommend unaffiliated private investments and funds, as well as an affiliated private equity fund, with full disclosure of associated risks and conflicts of interest. Clients have the option to engage in long-term purchases, short-term purchases, and trading strategies. The firm primarily allocates client assets among mutual funds, ETFs, bond funds, and Independent Managers. Park, Miller, LLC does not participate in a wrap fee program and does not accept directed brokerage arrangements. The firm's Chief Compliance Officer, Stuart Park, is available to address any client questions or concerns. Clients are encouraged to review financial planning issues annually and are provided with regular account statements and reports. The firm acts as a fiduciary for retirement plan rollovers and does not receive compensation from the sale of securities. For any inquiries, clients can contact Stuart Park directly.