MILLER INVESTMENT MANAGEMENT, LP
Firm details
- Headquarters
- WEST CONSHOHOCKEN, Pennsylvania
- CRD number
- 108380
- Registered since
- November 19, 1998
- Website
- www.millerinv.com
- Custodians
- J.P. MORGAN SECURITIES INC., PERSHING LLC, BANK OF AMERICA
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI88.64%
- Pooled Investment Vehicles8.98%
- Charitable Organizations2.24%
- Individuals0.13%
- Pension & Profit Sharing Plans0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Miller Investment Management, LP is an independent registered investment adviser organized as a limited partnership and registered with the SEC since 1998. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that also sponsors and manages pooled investment vehicles. Its advisory services include financial planning, portfolio management across individual accounts and pooled vehicles, pension consulting, and the selection of sub‑advisers. Miller charges a mix of percentage‑of‑AUM, fixed, and performance‑based fees. The firm does not identify as an active ESG investor.
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 Equities70%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Christine dostillio
Chief Financial Officer & Chief Compliance OfficerCRD 7418886
Contacts
3 of 7PAUL ISAAC
ManagerCRD 831464
Henry Miller
Managing PartnerCRD 6701182
ELWYN EVANS
Partner EmeritusCRD 5113001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$1.1B in ETFs
98%
$1.1B
<1%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $190M | 292,218 | 16.76% |
Location
WEST CONSHOHOCKEN, PA
MONTGOMERY
Location
WEST CONSHOHOCKEN, PA
Headquartered in WEST CONSHOHOCKEN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 1 Tower Brg
- Time zone
- ET (UTC-5)
- Office locations
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