Overview
Assets Under Management: $226 million
Headquarters: TROY, MI
High-Net-Worth Clients: 63
Average Client Assets: $4 million
Frequently Asked Questions
MILLER CAPITAL PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #124489), MILLER CAPITAL PARTNERS, INC. is subject to fiduciary duty under federal law.
MILLER CAPITAL PARTNERS, INC. is headquartered in TROY, MI.
MILLER CAPITAL PARTNERS, INC. serves 63 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, MILLER CAPITAL PARTNERS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MILLER CAPITAL PARTNERS, INC. manages $226 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, MILLER CAPITAL PARTNERS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.12
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 175
Discretionary Accounts: 158
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 124489
Last Filing Date: 2024-03-21 00:00:00
Website: https://millercapital.com