Millar Financial Group, based out of Fremont, CA, is a well-established small investment advisory firm serving high net worth individuals. With over 60 individual clients and an impressive $137,516,000 in assets under management, they have built a reputation for delivering personalized financial solutions. Operating from two offices, Millar Financial Group offers a range of services, including being a registered representative of a broker-dealer, insurance broker, or agent. While they excel in managing employer funds, it is worth noting that 401K and individual accounts make up less than 30% of their total assets under management...