CM
CM

Colton John Miller

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,345 clients
Average Client Portfolio
$174K average
Assets Under Management
$233.7M

Fee Structure

Minimum Investment:$500K
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Location

9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX, 77380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Awm Financial Services INC.
February 2025 - Present · 1 yr
Previous Registrations
Fidelity Brokerage Services LLCBroker
October 2022 - July 2024 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.