MILLER HOWARD INVESTMENTS INC

RIASEC RegisteredEst. 1986
Total AUM
$3.8B
Discretionary
$3.4B
89% of AUM
Avg account
$1.9M
Accounts
2,034
Employees
34
Advisory reps
14

Firm details

Headquarters
KINGSTON, New York
CRD number
105800
Registered since
December 5, 1986
Custodians
MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM
Client types
  • Other62.21%
  • Individuals12.96%
  • Investment Companies10.51%
  • HNWI8.62%
  • Corporations / Businesses5.1%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Miller Howard Investments Inc is a long-established advisory firm that centers its investment program on public equities delivered largely through separately managed accounts and pooled vehicles. The firm shows a clear preference for exchange-traded securities as the core exposure of client portfolios, and it supplements that exposure with pooled investment vehicles and mutual funds. Miller Howard positions itself to serve high-net-worth individuals and families as well as institutional investors, offering portfolio management for individuals, small businesses, investment companies and pooled investment vehicles. The firm reports being an active ESG investor, which suggests ESG considerations are embedded into its security selection or manager-screening processes rather than limited to a single product sleeve. Miller Howard charges clients on a percentage-of-assets-under-management basis and operates primarily as an adviser that allocates to externally managed alternative strategies rather than acting as an in-house capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 6
  • BRIAN HELHOSKI

    Chief Financial OfficerCRD 7046704

  • LOWELL MILLER

    Chief Investment OfficerCRD 2183374

  • EVA HOROWITZ

    Chief Operating OfficerCRD 3240219

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Contacts

3 of 8
  • JUDD PETERSON

    SalesCRD 1416493

  • CHARLES ATKINS

    Registered RepresentativeCRD 5234593

  • JOHN LESLIE

    Portfolio ManagerCRD 5166569

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 5

Active vs passive

$30.6M in ETFs

Passive

100%

$30.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES SELECT DIVIDEND ETF (DVY)BlackRockPassiveLarge Value$27.9M184,18291.10%

Location

Primary office

KINGSTON, NY

ULSTER

Location

KINGSTON, NY

Headquartered in KINGSTON, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ULSTER
Address
45 Pine Grove Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth