Rowland Miller + Partners LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 226629
- Registered since
- June 11, 2015
- Website
- rowlandmiller.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.6%
- Individuals6.32%
- Charitable Organizations1.68%
- Pension & Profit Sharing Plans1.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rowland Miller + Partners LLC is an independent, SEC-registered RIA formed in 2015 and owned by an individual. The firm provides fee-based portfolio management primarily to individuals and families, with capabilities to manage portfolios for small businesses and institutional/business clients as well. Its stated investment preference leans toward equities, and it manages client accounts on a discretionary basis. The adviser does not identify as an ESG investor, is not multi-state registered, and does not act as a capital allocator.
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 Equities82%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds3%
- Public Funds/Mutual Funds2%
- State & Local Bonds1%
Contacts
3 of 3
Mote Andrews
PartnerCRD 6661405
Angela Duprey
Compliance AssociateCRD 7170801
Janet Miller
Senior PartnerCRD 4365134
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$8M in ETFs
85%
$6.8M
15%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $2M | 5,410 | 25.03% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3060 Peachtree Rd Nw
- Time zone
- ET (UTC-5)
- Office locations
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