237 Main Street
Ste 600
Buffalo, New York 14203
Tel: 716 852-7628
MILLER, GESKO & COMPANY INC, formally registered with the SEC as MILLER, GESKO & COMPANY INC. The firm was established in 02/10/1986. They have over 2 offices throughout the country.
MILLER, GESKO & COMPANY INC. is a Buffalo, New York based Financial Planning firm with nearly $141,382,503 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109671 |
SEC# | 801-26388 |
Assets Managed by Firm | $141,382,503 |
No. of Clients | 247 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 247 | $141,382,503 |
Individuals (other than high net worth individuals) | 46 | $11,183,846 |
High net worth individuals | 37 | $127,876,766 |
Pension and profit sharing plans | Fewer than 5 clients | $1,051,620 |
Charitable organizations | Fewer than 5 clients | $1,270,271 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,491,898,634,658 | 32 | 2 | |
$2,011,986,210,191 | 52157 | 3116 | |
$1,577,579,815,722 | 171341 | 1351 | |
$1,185,061,196,999 | 2233188 | 28000 | |
$1,163,046,943,604 | 2220 | 6491 |
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