M
CRD: 104923
Miller, Fleming & Associates
Sonoma, CA, 95476
4153928577
$28.7M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-24-2012
- Office Locations
- 1
Office Locations
18119 Vassar Court Sonoma CA
About Miller, Fleming & Associates
Miller, Fleming & Associates is a Sonoma-based RIA. The firm has been operating for 14 years. Managing $28.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$28.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Eagle focus Wave crest
Investment Themes
Vertex
Investment Vehicles
Quantum signal
Services
Vital crest Pioneer pathway Wave atlas Prime Peak
Owner & Executives
G
GUY ANTHONY ANNAMANTHODO MR.
Chief Compliance Officer, Portfolio Manager, President
- CRD
- #5029998
- Ownership
- 75% or more
(332) 325-3286
north.ember@unisoncapital.com
in linkedin.com/in/meridian-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,613,098 | $1,727,273 |
| Non-Discretionary | $17,122,478 | -- |
| Total | $28,735,576 | $1,727,273 |
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Separately Managed Accounts
Total SMA Asset: $28,735,576
Equity - Exchange:
38.5% Other:
38.4% Cash:
23.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $954,176,724 | 38.5% |
| Other | $951,698,343 | 38.4% |
| Cash | $572,506,034 | 23.1% |
| Total | $2,478,381,101 | 100.0% |