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Home > Retirement Planners > texas > dallas > MILLER GLOBAL INVESTMENTS, L.L.C.
MILLER GLOBAL INVESTMENTS, L.L.C.
5949 Sherry Lane
Suite 1050
Dallas, Texas 75225
Tel: 214-272-8504
About MILLER GLOBAL INVESTMENTS, L.L.C.
MILLER GLOBAL INVESTMENTS, LLC, formally registered with the SEC as MILLER GLOBAL INVESTMENTS, LLC. The firm was established in 06/14/2018. They have over 1 offices throughout the country.
MILLER GLOBAL INVESTMENTS, L.L.C. is a Dallas, Texas based Financial Planning firm with nearly $154,667,675 assets under management, offering retirement planning & investment advisory services to 193 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114683 |
| SEC# | 801-113438 |
| Assets Managed by Firm | $154,667,675 |
| No. of Clients | 193 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 193 | $154,667,675 |
| Individuals (other than high net worth individuals) | 37 | $13,787,079 |
| High net worth individuals | 48 | $103,606,404 |
| Pension and profit sharing plans | 1 | $3,844,546 |
| Corporations or other businesses | 1 | $10,805,914 |
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