Miller Howard Investments Inc

RIASEC Registered

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
Website: www.mhinvest.com
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 corporate institutional RIA that has been SEC-registered since 1986. The firm provides discretionary portfolio management across client types, including individuals and families as well as institutional investors. Its advisory scope covers portfolios for individuals and small businesses, investment companies, pooled vehicles and other institutional or business clients. Fees are charged as a percentage of assets under management. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

3 of 6

Lowell Miller
Chief Investment OfficerCRD 2183374
Luan Jenifer
President and CEOCRD 6764061
Brian Helhoski
Chief Financial OfficerCRD 7046704

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Contacts

3 of 8

Scott Mardy
Registered RepresentativeCRD 5585788
Bryan Spratt
Portfolio ManagerCRD 2588288
Judd Peterson
SalesCRD 1416493

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$32.6M in ETFs

Passive

100%

$32.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES SELECT DIVIDEND ETF (DVY)	BlackRock	Passive	Mid Cap Value	$23.5M	150,229	71.97%

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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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