5605 N. Macarthur Blvd.
Suite 860
Irving, Texas 75038
Tel: (972) 490-4345
MILLER EQUITY CAPITAL ADVISORS, formally registered with the SEC as MILLER EQUITY CAPITAL ADVISORS. The firm was established in 01/21/2020. They have over 1 offices throughout the country.
MILLER EQUITY CAPITAL ADVISORS is a Irving, Texas based Financial Planning firm with nearly $322,078,504 assets under management, offering retirement planning & investment advisory services to 241 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 141343 |
SEC# | 801-117916 |
Assets Managed by Firm | $322,078,504 |
No. of Clients | 241 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 241 | $322,078,504 |
Individuals (other than high net worth individuals) | 12 | $4,131,614 |
High net worth individuals | 24 | $227,838,905 |
Charitable organizations | 5 | $57,583,417 |
Corporations or other businesses | Fewer than 5 clients | $32,524,568 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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