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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 02-10-1986
- Office Locations
- 1
Office Locations
About Miller, Gesko & Company Inc.
Miller Gesko Wealth Management is a specialized wealth and personal business management firm serving affluent families and entrepreneurs. The team provides financial planning, tax and insurance planning, business succession guidance, and portfolio construction/asset management. Portfolios emphasize asset allocation using ETFs and mutual funds, with exposure to fixed income and select alternatives. Custodies primarily at Fidelity/NFS and uses Black Diamond.
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Custodian
Investment Themes
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Owner & Executives
ROBERT LANG MILLER, JR JR
Principal, VICE PRESIDENT
- CRD
- #2813457
- Ownership
- 25% but less than 50%
HENRY ZELLER URBAN
Chief Compliance Officer, vice president
- CRD
- #5035755
- Ownership
- 25% but less than 50%
Meridian atlas
Focus ridge
- CRD
- #72367
- Ownership
- 11.6%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,958,846 | $671,584 |
| Non-Discretionary | $52,114,719 | $1,447,631 |
| Total | $183,073,565 | $792,526 |
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Separately Managed Accounts
Total SMA Asset: $183,073,565
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $309,213,497 | 5.7% |
| Public Funds | $1,377,898,740 | 25.4% |
| Cash | $254,965,515 | 4.7% |
| Other | $716,073,361 | 13.2% |
| Corporate - Investment Grade | $829,994,123 | 15.3% |
| U.S. Government/Agency | $1,090,384,436 | 20.1% |
| Municipal Bonds | $846,268,518 | 15.6% |
| Total | $5,424,798,190 | 100.0% |