PARK, MILLER, LLC

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Client assets under management

$339,791,289

Clients

52% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$7,722,529

About

Park, Miller, LLC provides discretionary portfolio management and optional stand‑alone financial planning and consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm conducts periodic monitoring and account reviews and typically implements client mandates through custodial arrangements with recommended custodians.

Investment implementation is centered on mutual funds, ETFs, bond funds and, when appropriate, allocations to unaffiliated independent managers, using longer‑term, short‑term and trading strategies and occasional covered‑call writing. For qualified investors the firm performs due diligence on unaffiliated private investments and may recommend private debt or private funds on a non‑discretionary basis, generally treating those holdings as part of assets under management.

Compared with many peers, the firm is notable for operating from five offices while remaining a small advisory team and for its role as adviser and general partner to an affiliated private equity fund that is closed to new investors and entitled to performance‑based compensation. Park, Miller discloses that the affiliated fund typically receives priority for limited investment opportunities, relies on sponsor‑provided valuations for private assets, and uses the audit‑exception for custody of the pooled vehicle, factors that introduce additional conflicts and operational considerations it discloses to clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments

Fee options

Fixed

$5,000 to $20,000 fixed fee basis

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.60% $15,000,001 - $25,000,000: 0.55% $25,000,001 - $40,000,000: 0.50% $40,000,001 - $50,000,000: 0.45% $50,000,001 - $60,000,000: 0.425% $60,000,001 - $75,000,000: 0.40% $75,000,001 - $100,000,000: 0.375% $100,000,001+: 0.35%

Project-based

$400 per hour

Performance-based

Performance-based fees from the Affiliated Fund for qualified clients; details in fund offering documents

Main office location

PARK, MILLER, LLC

2121 North California Blvd., Suite 290

Walnut Creek CA 94596, United States

Number of offices

Most active in

Arizona · California · Nevada

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 925-974-3324

Advisors at this firm

John M

Series 66

Walnut Creek, CA

PARK, MILLER, LLC

John Miller is a financial advisor at Park, Miller, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Park, Miller since 2008. Park, Miller, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and fiduciary clients such as pension plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and, upon request, offers financial planning and consulting services, using a range of investment strategies and conducting due diligence on private investments for qualified investors.

Private / alternative investments

Stuart P

Series 65

Moraga, CA

PARK, MILLER, LLC

Stuart Park is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Park, Miller since 2008. In addition to his advisory role, he is involved in an insurance brokerage working with various carriers. Park, Miller, LLC serves individuals, including high-net-worth clients, as well as institutional and fiduciary clients such as pension plans, trusts, and charitable organizations. The firm focuses on discretionary portfolio management and offers financial planning and consulting services tailored to client objectives using a variety of investment strategies and vehicles.

Private / alternative investments

Erol G

Series 63

Reno, NV

PARK, MILLER, LLC

Erol Gokbora is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. In addition to his advisory role, Gokbora is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Park, Miller, LLC serves individual and institutional clients, providing discretionary portfolio management and financial planning. The firm customizes portfolios using various investment strategies and offers due diligence and recommendations on private investments for qualified investors.

Private / alternative investments

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