Miller Investment Management, LP

Miller Investment Management, LP (CRD# 108380) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $2,514,115,023 in 236 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,514
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $10,653,030
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY, OH, PA, SC, TX

Financial Advisors at Miller Investment Management, LP
Showing 1 - 4 of 4 top financial advisors.
1
Elwyn Evans
CRD#: 5113001
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
96
Wealthminder
score

Elwyn Evans (CRD# 5113001) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has over 16 years of experience in the finance industry.

2
Ellen D. Harvey
CRD#: 1712045
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
96
Wealthminder
score

Ellen Harvey (CRD# 1712045) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has over 24 years of experience in the finance industry.

3
Henry S. Miller
CRD#: 832683
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
96
Wealthminder
score

Henry Miller (CRD# 832683) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has over 23 years of experience in the finance industry.

4
Christopher D. Duke
CRD#: 4419383
One Tower Bridge, Ste 1500, West Conshohocken, PA 19428
90
Wealthminder
score

Christopher Duke (CRD# 4419383) is an Investment Advisor Representative working at Miller Investment Management, LP in West Conshohocken, PA and has 1 year of experience in the finance industry.

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