Best Investors Account Sign in
Inactive

Alexis Juliana Miller

Precision Fiduciary Partners, LLC

Austin, TX

CRD 7228721

Claim This Profile
Employer firm

Precision Fiduciary Partners, LLC CRD 149694

$24.1B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Precision Fiduciary Partners, Llc

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-11
  • TX RA
    APPROVED
    Since 2020-03-11

Branch Locations

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Leafhouse Financial Austin TX 12/2019 Present
Layla Dance Academy Austin TX 08/2019 11/2019
St. John Xxiii College Preparatory Katy TX 06/2017 07/2019
University Of St. Thomas Houston TX 08/2013 05/2017
Lakewood United Methodist Church Houston TX 06/2008 07/2019
  • 12/2019 → Present
    Leafhouse Financial
    Austin, TX
  • 08/2019 → 11/2019
    Layla Dance Academy
    Austin, TX
  • 06/2017 → 07/2019
    St. John Xxiii College Preparatory
    Katy, TX
  • 08/2013 → 05/2017
    University Of St. Thomas
    Houston, TX
  • 06/2008 → 07/2019
    Lakewood United Methodist Church
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-11
  • S65 Uniform Investment Adviser Law Examination
    2020-03-11
Other Names
  • Juliana Miller

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor