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
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 corporation that has operated as a registered SEC adviser since 1986. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, for investment companies, for pooled investment vehicles, and for other businesses or institutions. The firm identifies as an active ESG investor, indicating environmental, social, or governance considerations are incorporated into its investment process.

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

Brian Helhoski
Chief Financial OfficerCRD 7046704
Lowell Miller
Chief Investment OfficerCRD 2183374
Eva Horowitz
Chief Operating OfficerCRD 3240219

Unlock 3 more executives →

Contacts

3 of 8

Judd Peterson
SalesCRD 1416493
Charles Atkins
Registered RepresentativeCRD 5234593
John Leslie
Portfolio ManagerCRD 5166569

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$30.6M in ETFs

Passive

100%

$30.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES SELECT DIVIDEND ETF (DVY)	BlackRock	Passive	Large Value	$27.9M	184,182	91.10%

Unlock additional holdings →

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

Similar firms

Black Sea Gold Advisors LLC

Kingston, NY

AUM $17.1MTEAM 1REPS 1

MHI Funds, LLC

Kingston, NY

AUM —TEAM 34REPS 2

Jefferies Credit Management LLC

New York, NY

AUM $3.8BTEAM 26REPS 5

Scopus Asset Management, L.P.

New York, NY

AUM $3.8BTEAM 19REPS 3

Avala Global LP

New York, NY

AUM $3.8BTEAM 21REPS 3

Richard Bernstein Advisors LLC

New York, NY

AUM $3.8BTEAM 28REPS 8

More RIAs in Kingston →All New York RIAs →