MILLER INVESTMENT MANAGEMENT, LP

One Tower Bridge, Ste 1500
West Conshohocken, Pennsylvania 19428-2874
Tel: 610-834-9820

About MILLER INVESTMENT MANAGEMENT, LP

MILLER INVESTMENT MANAGEMENT, LP, formally registered with the SEC as MILLER INVESTMENT MANAGEMENT, LP. The firm was established in 11/19/1998. They have over 2 offices throughout the country.

MILLER INVESTMENT MANAGEMENT, LP is a West Conshohocken, Pennsylvania based Financial Planning firm with nearly $6,375,388,552 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108380
SEC#	801-56027
Assets Managed by Firm	$6,375,388,552
No. of Clients	289
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	289	$6,375,388,552
Individuals (other than high net worth individuals)	30	$30,493,835
High net worth individuals	154	$2,746,628,043
Pension and profit sharing plans	Fewer than 5 clients	$3,700,894
Charitable organizations	9	$115,286,259

More Retirement Planning firms in West Conshohocken, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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