Войти в систему Зарегистрироваться бесплатно

Miller Portfolio Advisors, LLC (Raleigh)


Miller Portfolio Advisors, LLC is a large advisory firm based in Raleigh. It manages $67.37 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of North Carolina.

Miller Portfolio Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Miller Portfolio Advisors: assets under management

The assets under management (AUM) of Miller Portfolio Advisors, LLC is $67.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.64 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Miller Portfolio Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Raleigh

The principal office where Miller Portfolio Advisors, LLC performs its advisory services is located at 3909 Sunset Ridge Rd, Raleigh, NC 27607, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-571-1820 or by fax 919-571-4368. The normal business hours are 9am-5pm on Monday - Friday.


Registered investment advisers similar to Miller Portfolio Advisors, LLC