MILLER, GESKO & COMPANY INC.

RIASEC RegisteredEst. 1986
Total AUM
$183M
Discretionary
$131M
72% of AUM
Avg account
$793K
Accounts
231
Employees
5
Advisory reps
5

Firm details

Headquarters
BUFFALO, New York
CRD number
109671
Registered since
February 10, 1986
Website
www.millergesko.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI87.11%
  • Charitable Organizations6.71%
  • Individuals5.47%
  • Pension & Profit Sharing Plans0.71%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Miller, Gesko & Company Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1986. The firm serves a mix of individual, family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with hourly billing for certain engagements. The adviser is not positioned as a capital allocator and does not market itself as an active ESG investor or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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 51%, Public Funds/Mutual Funds 30%, Cash & Cash Equivalents 7%, Other 6%, Investment Grade Corp Bonds 3%, US Government Bonds 2%, State & Local Bonds 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds30%
  • Cash & Cash Equivalents7%
  • Other6%
  • Investment Grade Corp Bonds3%

Contacts

3 of 5

  • WILLIAM HUDSON

    Investment Adviser RepresentativeCRD 3001548

  • EVAN COPPOLA

    PrincipalCRD 6804218

  • JEREMY HUDSON

    Investment Adviser RepresentativeCRD 4940731

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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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Location

Primary office

BUFFALO, NY

ERIE

Location

BUFFALO, NY

Headquartered in BUFFALO, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
ERIE
Address
237 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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