Millergroup Investments LLC
Firm details
- Headquarters
- Villanova, Pennsylvania
- CRD number
- 166210
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI84.28%
- Individuals15.72%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Millergroup Investments LLC is an independent registered investment advisor organized as an LLC that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and offers a mix of pricing arrangements — asset-based fees, hourly billing, fixed fees, and performance-based fee structures. Its advisory scope centers on discretionary portfolio management rather than institutional pension consulting, and it does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities88%
- Investment Grade Corp Bonds7%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1
Reid Miller
FounderCRD 2321797
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Villanova, PA
Delaware
Location
Villanova, PA
Headquartered in Villanova, 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
- Delaware
- Address
- 800 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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