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Building 2MILLER INVESTMENT MANAGEMENT, LP

Map pinWEST CONSHOHOCKEN, PA
Phone610-834-9820
NotebookSEC #801-56027
Total AUM
$7.1B
Employees
18
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE TOWER BRIDGE, STE 1400
WEST CONSHOHOCKEN
PA 19428-2874
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
610-834-9820
Other Offices
1

ReceiptFinancials

Total AUM
$7.1B
Accounts
308
Discretionary
$1.8B
Accounts
217
Non-Discretionary
$5.3B
Accounts
91

ContactClients

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Individual Clients
28
AUM
$9.5M
HNW Individual Clients
127
AUM
$6.3B
Pooled Vehicle Clients
18
AUM
$637.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
10
AUM
$158.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMANVNYOHPASCTX

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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