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Building 2MILLER EQUITY CAPITAL ADVISORS

Map pinIRVING, TX
Phone(972) 490-4345
NotebookSEC #801-117916
Total AUM
$402.5M
Employees
6
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5605 N. MACARTHUR BLVD.
SUITE 860
IRVING
TX 75038
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(972) 490-4345
Other Offices
1

ReceiptFinancials

Total AUM
$402.5M
Accounts
258
Discretionary
$402.5M
Accounts
258
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$4.8M
HNW Individual Clients
24
AUM
$309.7M
Charitable Organization Clients
5
AUM
$52.5M
Corporation or Business Clients
1
AUM
$35.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
License Revocation/SuspensionOther Regulator Violation Finding
State Registrations
OKTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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