MILLER INVESTMENT MANAGEMENT, LP

CRD 108380 · SEC 801-56027

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ONE TOWER BRIDGE, STE 1400, WEST CONSHOHOCKEN, PA, 19428-2874, United States

Phone

610-834-9820

Fax

610-834-9819

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.10B

Discretionary AUM

$1.78B

Team

18 total employees; 7 advisory reps; 5 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	28	$9.5M
High net worth individuals	127	$6.30B
Pooled investment vehicles	18	$637.8M
Charitable organizations	10	$158.9M

States served

CA, DE, MA, NV, NY, OH, PA, SC, TX, FL

All web addresses on file

HTTP://WWW.MILLERINV.COM
https://www.linkedin.com/company/millerinv.com/

Official SEC filing: View on IAPD