M
CRD: 166210
Millergroup Investments LLC
Villanova, PA, 19085
6103222904
$25.3M Total AUM
$25.3M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
13 yrs Firm Age
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- Custodian
- Capital Group ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Prime pioneer
- Established Date
- 03-08-2013
- Office Locations
- 1
Office Locations
800 E. Lancaster AVE Drosdick Hall 220 Villanova PA
About Millergroup Investments LLC
Millergroup Investments LLC is a Villanova-based RIA. The firm has been operating for 13 years. Managing $25.3M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
52 AVG AGE
$25.3M AVG AUM / ADVISOR
$902.7K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Capital Foundation Meridian peak Beacon Atlas
Custodian
Element Focus vital
Investment Themes
Zenith capital Momentum
Investment Vehicles
Zenith horizon
Services
Optima catalyst Peak Matrix Quantum ember
Technology
Atlas
Owner & Executives
REID THOMAS MILLER
--
- CRD
- #2321797
- Ownership
- 75% or more
(305) 593-4868
insight.harbor@pioneercapital.com
in linkedin.com/in/focus-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,275,121 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,275,121 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,275,121
Equity - Exchange:
42.0% Corporate - Investment Grade:
27.1% Corporate - Non-Investment Grade:
30.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,296,098,570 | 42.0% |
| Corporate - Investment Grade | $1,481,530,267 | 27.1% |
| Corporate - Non-Investment Grade | $1,689,272,519 | 30.9% |
| Total | $5,466,901,356 | 100.0% |