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Home > Retirement Planners > texas > irving > MILLER EQUITY CAPITAL ADVISORS
MILLER EQUITY CAPITAL ADVISORS
5605 N. Macarthur Blvd.
Suite 860
Irving, Texas 75038
Tel: (972) 490-4345
About MILLER EQUITY CAPITAL ADVISORS
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 2 offices throughout the country.
MILLER EQUITY CAPITAL ADVISORS is a Irving, Texas based Financial Planning firm with nearly $361,974,828 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141343 |
| SEC# | 801-117916 |
| Assets Managed by Firm | $361,974,828 |
| No. of Clients | 257 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 257 | $361,974,828 |
| Individuals (other than high net worth individuals) | 12 | $4,419,787 |
| High net worth individuals | 26 | $268,384,830 |
| Charitable organizations | 5 | $53,312,941 |
| Corporations or other businesses | Fewer than 5 clients | $35,857,270 |
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