Alexis Juliana Miller

Leafhouse Financial Advisors, LLC

5 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Leafhouse Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

3,717 clients

Average Client Portfolio

$5.6M average

Assets Under Management

$20.7B

Fee Structure

Location

6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730

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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.

Employment History

Current Registrations

Leafhouse Financial Advisors, LLC

March 2020 - Present · 5 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.