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 registered investment adviser organized as an LLC and operating under an owner-managed structure. Registered with the SEC in 2018, the firm charges clients on a percentage-of-AUM basis and concentrates its business on financial planning and discretionary portfolio management for individuals, families and small-business clients. Miller Global does not self-identify as an active ESG investor or a multi-state adviser, and it does not position itself as a capital allocator. The firm received recognition from FA Magazine in 2020 as a Top RIA Firms pick.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 79Active vs passive
$48.8M in ETFs
36%
$17.4M
37%
$31.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AA-A CLO ETF (JA) | Janus Henderson | $5.4M | 107,094 | 10.99% |
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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