Miller Global Investments, L.L.C.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 114683
- Registered since
- June 14, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.25%
- Individuals10.34%
- Other7.55%
- Corporations / Businesses6.41%
- Pension & Profit Sharing Plans2.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Miller Global Investments, L.L.C. is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm serves both high-net-worth individuals and institutional clients, charging fees as a percentage of assets under management and providing financial planning and portfolio management for individuals and small businesses. Miller Global does not position itself as a capital allocator or family office and is not an active ESG investor. The firm received recognition in FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Investment Grade Corp Bonds28%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents4%
- Other2%
Owners & executives
1 of 1
Scott Miller
Chief Investment Officer/Portfolio ManagerCRD 1299300
Contacts
1 of 1
Michelle Krick
Investment AnalystCRD 7514066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$52.4M in ETFs
38%
$19.7M
40%
$32.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN INCOME ETF (JPIE) | JP Morgan | Active | Multisector Bond | $4.6M | 102,708 | 8.79% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5949 Sherry Ln
- Time zone
- CT (UTC-6)
- Office locations
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